It Takes a Team

Published: October 11, 2018

“Talent wins games, but teamwork and intelligence win championships.” 
—Michael Jordan

Wealth is about more than money. It represents past accomplishments, hard work, and success. It helps you achieve your future dreams, whether you wish to leave a lasting family legacy, fulfill cherished philanthropic goals, or other objectives. Your wealth goals are unique to you, and the bottom line is that you want every aspect of your wealth to be well-cared for, including:

 

  • Day-to-day cash flow needs
  • Wealth planning
  • Investment management
  • Trust and estate considerations
  • General questions and service

 

At Klingenstein Fields Advisors (KF Advisors), we believe a coordinated team of talented specialists is the key to serving as an effective long-term steward for your wealth. Your primary relationship contact serves as your quarterback, working with investment, planning, operations, and service professionals to address your comprehensive wealth needs. In addition, you have access to all the expert resources of KF Advisors whenever you need it.

Important Disclosures

This material is provided for informational or educational purposes only and should not be construed as investment, accounting, tax or legal advice. Always consult a financial, tax and/or legal professional regarding your specific situation. This communication is not intended as a recommendation or as investment advice of any kind. It is not provided in a fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. Nothing herein constitutes or should be construed as an offering of advisory services or an offer to sell or a solicitation to buy any securities or a recommendation to invest in any specific investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future returns. The views expressed herein are as of a particular point in time and are subject to change without notice. The information and opinions presented herein are general in nature and have been obtained from, or are based on, sources believed by Klingenstein Fields Advisors (“KF Advisors’) to be reliable, but KF Advisors makes no representation as to their accuracy or completeness. Although the information provided is carefully reviewed, KF Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. KF Advisors represents two investment advisers registered with the Securities and Exchange Commission: Klingenstein, Fields & Co., L.P. and KF Group, LP. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.