A Leading Wealth Management Firm and Multi-Family Office

CENTRALIZING YOUR FINANCIAL WORLD

A Leading Wealth Management Firm and Multi-Family Office

CENTRALIZING YOUR FINANCIAL WORLD

9th Consecutive Year
Barron’s Ranks Clarfeld NY’s
#1 Independent Wealth Advisor

Clarfeld is honored to have been recognized on some of the world’s top wealth advisor rankings including Forbes, Financial Times and Bloomberg. See important disclosures.*

These honors are an affirmation of Clarfeld’s “client-first” service culture, initiated by Rob Clarfeld and enhanced by our talented team of dedicated partners and staff.
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Why Work With Clarfeld

As a family’s wealth grows so do the complexities around managing, preserving and passing on wealth to future generations. At Clarfeld, we act as a central point of contact coordinating and managing all of your family’s wealth and financial affairs. With a hands-on approach and global reach, our wealth managers deliver results and peace of mind across the dynamic financial landscape.

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$ +
Billion
Years
+
Professionals

ASSETS UNDER MANAGEMENT

Fully integrated, multi-family office

deliver results and peace of mind

Family Office Philosophy

We define our Family Office as the integration of four financial principles that support our client’s ability to: Grow, Protect, Administer and Transfer their wealth. At Clarfeld, the premise of our Family Office platform is that the totality of our services must be greater than the sum of each stand-alone service.

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Clarfeld Wealth Management

The Clarfeld Report

Read our most recent Quarterly Investment Report

The Clarfeld Report

Our investment team provides quarterly investment reports and insightful geopolitical analyses of the economy and the markets, keeping our clients apprised of the ever-changing investment climate.
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Forbes Contributions

Read Rob Clarfeld’s most recent Forbes’ blogs

Forbes Contributions

Read Rob Clarfeld’s guest blogs on Forbes.com for our insights on wealth management.
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In the News

Read our most recent news about financial analysis

In the News

We prepare and distribute detailed financial analysis as the need arises. We never lose sight of our core principle – that ongoing client education is the foundation of actionable wealth management.
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