Family Office Services

Clarfeld Ranked as Top Boutique Advisor, Among Mega Firm Advisors on FORBES' "America's Top Wealth Advisors" Read Article  BARRON's Ranks Clarfeld NY's #1 Independent Wealth Advisor for the 8th Consecutive Year Read Article

Clarfeld Ranked as Top Boutique Advisor, Among Mega Firm Advisors on FORBES' "America's Top Wealth Advisors"
Read Article 

BARRON's Ranks Clarfeld NY's #1 Independent Wealth Advisor for the 8th Consecutive Year
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As one of the top wealth managers in New York, Clarfeld developed an unrivaled suite of Family Office services designed for the evolving needs of affluent families.  Our Family Office is the intersection of investments, financial planning, estate planning and tax, into an integrated approach that helps clients achieve their goals and secure their financial legacy.

Our lifestyle support services assist clients through personalized concierge services – removing the administrative burdens of bill pay, cash flow oversight, liquidity monitoring and financial document archiving, retention and organization – to name a few.

To request a complimentary consultation or additional information, please contact us below.
Call Us: (212) 956-9494
Email Us: planning@clarfeld.com

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Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Clarfeld by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.