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Members of the firm are very knowledgeable in all forms of generational transfer and tax planning, having been involved in such activities for many years. We are familiar with all types of trusts, estates, custody, family partnerships and LLC’s, charitable trusts, private foundations and other such arrangements and entities. We work closely with accountants, lawyers and trust companies and can make recommendations if necessary.
Klingenstein, Fields & Co. has created and maintains a culture where our Members and staff form a cohesive team and are focused on the long-term success of our clients. Our commitment to the long-term financial success of our clients includes succession planning within the firm. We have created an environment where top professionals spend their entire careers. We strive to ensure that the assets will be available for the next generation, and also that there will be trained advisers prepared and experienced to manage the wealth for generations to come. |
