Core Services

Clarfeld has developed an unrivaled service platform designed for the evolving needs of affluent families, rooted in our core culture:

Clarfeld core services
  • Client-Driven Service
  • All-Encompassing, Multiple Discipline Approach
  • Fiduciary Excellence
  • Personalized Solutions

Each of our stand-alone services fuels the drivetrain of our family office. Along with providing a principal view of your financial world, we offer the unique specialization required to safeguard and preserve the things most important in your life.

We draw upon the most talented individuals in the industry across each area of our firm – seeking to enhance value at every stage utilizing an unmatched base of knowledge that is crucial for long-term success.

Our long-term approach to investment planning is disciplined, conservative and emphasizes diversification. Learn More

Our comprehensive financial plans are designed to align with a family's personalized goals and strategies, covering every facet of their financial world. We support our clients by providing planning and guidance in all aspects of their lives, from evaluating present cash flow needs, retirement goals, and tax minimization.

The most effective multigenerational and philanthropic planning – gifts, contributions, charitable giving, trusts and foundations – occurs during one's lifetime. We develop and implement customized strategies that minimize estate taxes, maximize lifetime giving opportunities and protect assets for future generations.

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

Protecting our clients' assets, income and lifestyle requires the appropriate structuring of ownership and insurance protection. We provide an independent review of existing personal and employer-provided insurance coverage, and offer appropriate recommendations.

We eliminate the burden of mundane financial minutia by relieving our clients of time-absorbing tasks such as bill paying, domestic payroll, insurance reimbursements and reconciliation of all financial accounts. Those who travel frequently or have multiple residences are able to leave the details to professionals who fully understand their personal and financial dynamics.

Our core belief is that the key to ensuring the success of a financial legacy lies in the seamless, careful and thoughtful incorporation of all of these aspects of a family’s complex financial universe.

To that end, we have developed a Family Office that integrates each of these comprehensive services to fully support our clients' needs – both in the present and the future.

*Please Note: The scope of any financial planning, estate planning, tax planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Clarfeld Citizens Private Wealth does not serve as an attorney or accountant. Clarfeld Citizens Private Wealth does not prepare estate-planning documents.