timely communications &
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Are you prepared to manage your financial life if you suddenly should find yourself solely responsible for making financial decisions? Read our Six Tips for Owning your Wealth and start taking control.

Reputation is everything to non-profit organizations. In our new whitepaper, Facing Reputational Risk: When Bad Things Happen to Charitable Organizations, we share our thoughts on how to protect your organization from risks to its reputation and how to manage these risks should they become realities. Click the icon on the right to download the whitepaper.

Finding the right Outsourced Chief Investment Officer (OCIO) for your organization is key to a successful partnership. In our new whitepaper, OCIO Matchmaking: A Relationship Guide for Non-profit Organizations, we share our thoughts on what to look for in an OCIO and how to find the provider that is the best fit for your unique organization. […]

Klingenstein Fields Advisors (KF Advisors) monitors the markets and investments for new developments. Special Purpose Acquisition Companies (SPACs) have been around for some time, but have been generating a lot of press lately. Our latest KF Advisors Viewpoint, Great ExSPACtations: A Look at Special Purpose Acquisition Companies,  looks at SPACs and how they work. Download […]

Klingenstein Fields Advisors (KF Advisors) is pleased to deliver our next edition of ViewPoint, a publication offering our insights and perspectives on the markets, investments, planning and other topics of interest. This year has demonstrated how quickly a situation can change and the importance of making sure your wealth plan is up-to-date. This special issue […]

Who hasn’t dreamed of purchasing a future masterpiece, investing in an up-and-coming Michelin three-star restaurant, or producing the nextHamilton or Dear Evan Hansen on Broadway?

It’s never too early to prepare for the changing tax laws In this issue of KF Advisors’ ViewPoint, we review some of the major changes resulting from the Tax Cut and Jobs Act of 2017 which was passed in December 2017. We look at tax rates and brackets, as well as capital gains, estate and […]

The U.S. population is aging rapidly, and chances are you, or a loved one, is facing issues related to growing older. While advancements in the field of health care are enabling us to live longer than ever before, this brings with it some challenges. These include potentially rapid increases in health care expenses, and difficulties […]

For most investors, growing and protecting their wealth is top of mind. At Klingenstein Fields Advisors (KF Advisors), we recognize that you may also have an interest in aligning your investments with your personal values. Download our white paper to learn more about investing with your values.