TRUSTED ADVISERS

At Klingenstein, Fields & Co., we often work with two, three or more generations of a family at any given time. Our clients come to us for investment advice, as well as for general guidance in structuring their overall financial affairs.

Our Members are committed to the long-term success of Klingenstein, Fields & Co. and our clients, enabling us to offer advice in a consistent and knowledgable manner. We have worked with a number of clients for more than 30 years and have become familiar with and sensitive to their financial requirements.

We act as trusted and confidential advisers to individuals and families with substantial assets for generations and have earned a solid reputation for success.