Entities

Clarfeld Financial Advisors

Clarfeld Financial Advisors

Nickname
Clarfeld
Entity Type
Founding Date
1981

Clarfeld is recognized as one of today's premier multi-family offices. It manages over $7 billion of assets on behalf of its clients, who include senior corporate executives, professionals, business owners, and other high net worth individuals and their related entities including trusts and charitable foundations. Clarfeld employs a customized and integrated planning and investment process that has endured through multiple market cycles and shifting income and estate tax laws.

SERVICES


Investment Management

Clarfeld's long-term approach to investment planning is disciplined, conservative and emphasizes diversification.


Financial Planning

Clarfeld supports clients by providing planning and guidance in all aspects of their lives, from evaluating present cash flow needs, retirement goals, and tax minimization.


✔ Estate and Trust Planning

Clarfeld develops and implements customized strategies that minimize estate taxes, maximize lifetime giving opportunities, and protect assets for future generations.


✔ Tax Planning and Preparation

Clarfeld works with clients to ensure accuracy and compliance, while proactively identifying tax planning opportunities. They prepare all required tax returns and have a deep level of international tax expertise.


Insurance and Asset Protection

Clarfeld provides an independent review of existing personal and employer-provided insurance coverage and offers appropriate recommendations.


✔ Personal Financial Management

Clarfeld eliminates the burden of mundane financial minutia by relieving its clients of time-absorbing tasks such as bill paying, domestic payroll, insurance reimbursements, and reconciliation of all financial accounts.