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 and Barron’s. See Important Disclosure*
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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The COVID-19 pandemic, a fiery presidential election with widely different tax proposals, and new tax laws going into effect are just a few of the reasons now more than ever is the time to do income and estate tax planning. Our Tax Planning Guide highlights the importance of proactive tax planning as well as key information that every taxpayer should know.
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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Years Fully Integrated, Multi-Family Office
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Professionals
August 03, 2018
Most people think that once a divorce settlement is signed, the financial connections between spouses...
April 10, 2018
December 27, 2017
October 20, 2017
August 03, 2017
December 04, 2016
October 26, 2020
Our Director of Trust Services, Joan Bozek, shares the importance of personal risk management. View...
June 16, 2020
August 21, 2017
August 14, 2017
May 02, 2017
August 25, 2020
Forbes magazine has named Rob Clarfeld, Founder and Executive Chairman of Clarfeld Citizens Private Wealth,...
December 26, 2019
May 30, 2018
November 22, 2017
November 01, 2017
April 07, 2017
September 15, 2020
Barron’s has given us the honorable recognition as one of the “Top 100 RIA Firms”...
August 18, 2020
July 16, 2020
March 02, 2020
January 09, 2020
December 31, 2019
October 26, 2020
Our Chief Administrative Officer and Chief Compliance Officer, Joy Soodik, is interviewed by Yes She...
September 15, 2020
January 13, 2020
September 26, 2018
May 30, 2018
October 05, 2020
Our Executive Chairman, Rob Clarfeld, discusses factors many people consider when changing their domicile. He...
September 24, 2020
September 08, 2020
January 13, 2020
September 23, 2019
April 01, 2019
October 26, 2020
Our Director of Trust Services, Joan Bozek, shares the importance of personal risk management. View...
October 05, 2020
September 24, 2020
September 15, 2020
September 08, 2020
August 18, 2020
