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Clarfeld Wealth Management

Multifamily office listing in Tarrytown, New York, United States.

Overview

Clarfeld Wealth Management is a wealth management firm and multi-family office founded in 1981, headquartered in Westchester, New York, with an office in New York City. It provides investment and wealth management, income and estate tax planning, tax structuring and compliance, government representation, and concierge family office services. Investment interests include alternative investments.

Services

  • Investment management
  • Wealth management
  • Income tax planning
  • Estate tax planning
  • Tax structuring
  • Tax compliance
  • Government representation
  • Family office services

Location

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Sources and last checked
  • Family Office Club research database, 2026 edition

Last checked October 21, 2026.

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This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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