Private Wealth Management Firm | Centralizing Your Financial World

Barron's & Forbes Ranks Clarfeld among
Top Wealth Advisor and Top RIA firms for 2021

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.

Clarfeld's 2020-2021 Tax Planning Guide

View Tax Guide

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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$0+

Billion in Assets Under Management And/Or Advisement*

*See Important Disclosure*

Years Fully Integrated, Multi-Family Office

Professionals