KLINGENSTEIN.COM

We develop customized solutions to help you achieve your unique goals. We provide disciplined planning and investment counsel, delivered with integrity. Our heritage of working with high-net-worth and ultra-high-net-worth individuals, families, and non-profit institutions gives us uncommon insight into the complexities that you may face. As an independently owned, private SEC registered investment adviser since 1989, we remain objective, ensuring that, as a fiduciary, we always put your interests first... We strive to stay true to our heritage by seeking to put your needs first, provide customized wealth planning and investment management, and deliver exceptional personal service... Leveraging our generations of experience managing the wealth of our founding families, we apply our insight and high-touch service through dedicated teams and low client to advisor ratios to help every family we serve. Helping you realize your goals drives our customized solutions.

Primary location: New York United States