Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Clarfeld Financial Advisors, LLC

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Clarfeld Financial Advisors, LLC

Overview:

Over 35 Years ago...

...Rob Clarfeld had a vision for a Client-Driven, Comprehensive wealth management firm of unmatched technical expertise.

At the time, the prevalent business model within the industry was that of a single-disciplined, narrowly focused expertise, supplemented by the outsourcing of complementary services. Rather, Rob sought to partner with like-minded professionals from within the wealth management space who also believed clients are best served by the integration of all aspects of planning within a single shop.

The result was groundbreaking:

The creation of a Fully Integrated, Multi-Disciplined approach to managing the financial affairs of affluent families, practiced within the context of a single service environment. As the years passed, the firm established and solidified its niche.

Today, Clarfeld is often recognized as one of the industry’s premier multi-family offices that remains true to its client-driven origins. We manage over $6 billion of assets on behalf of our clients, who include senior corporate executives, professionals, business owners, and other high net worth individuals and their related entities including trusts and charitable foundations. Our unique customized and integrated planning and investment process has fostered long-lasting client relationships that have endured through multiple market cycles and shifting income and estate tax laws.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.