Risk Management & Asset Protection Services

Protecting our clients’ family’s assets, income and lifestyle requires appropriate structuring of asset ownership and insurance protection. We provide an independent review of existing coverage and work closely with our clients’ advisors to analyze personal and employer-provided insurance coverage and provide recommendations as appropriate.

When correctly structured, the leverage provided by a thoughtful insurance plan can be a powerful estate and philanthropic planning tool. At Clarfeld, we have the requisite expertise and experience to act as a private wealth manager and integrate this leverage into one’s overall financial plan.