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Clarfeld Wealth Management

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The firm, founded by CEO Robert Clarfeld, and headquartered in Westchester, New York, with an office in New York City, is a leading wealth management firm and multi-family office. Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide the full continuum of investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; highly personalized concierge family office services.
Industry Role:
InvestorAllocator
Investor Type:
MultiFamilyOffice
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. Tarrytown, NY, US 520 White Plains Rd 3rd Floor, Tarrytown, NY 10591, USA
Executives and Employees
# Contact Info Location
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