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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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.
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
0+
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
June 16, 2020
The strategy when planning with GRATs is to capitalize on their very favorable quality of...
August 21, 2017
August 14, 2017
May 02, 2017
December 26, 2019
"As a financial advisor, at the start of a new client relationship, I assess the...
May 30, 2018
November 22, 2017
November 01, 2017
April 07, 2017
March 02, 2020
"I’m an unapologetic asset allocator and I have been recommending that clients not change their...
January 09, 2020
December 31, 2019
December 27, 2019
October 04, 2019
January 13, 2020
Clarfeld | Citizens Private Wealth, a subsidiary of Citizens Bank, has named Rick Suarez to...
September 26, 2018
May 30, 2018
February 09, 2018
January 13, 2020
Clarfeld | Citizens Private Wealth is pleased to provide you with this timely news regarding...
September 23, 2019
April 01, 2019
October 10, 2018
September 20, 2018
June 16, 2020
The strategy when planning with GRATs is to capitalize on their very favorable quality of...
March 02, 2020
January 13, 2020
January 13, 2020
January 09, 2020
December 31, 2019
December 27, 2019
December 26, 2019
