9th Consecutive Year
Barron's Ranks Clarfeld NY's

#1 Independent Wealth Advisor

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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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With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their 2018 income tax returns. To save the most, you need to be familiar with the changes and how you may need to adjust your tax planning strategies. Our Tax Planning Guide highlights the importance of proactive tax planning as well as key information that every taxpayer should know.


Clarfeld's 2019-2020 Tax Planning Guide

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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 in Assets Under Management And/Or Advisement*

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Years Fully Integrated, Multi-Family Office

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Professionals

How to Prepare Clients’ Children for Inheritance

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 publications and commentaries

In the News

Ongoing client education is the foundation of actionable wealth management.

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