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  • White Paper header icon image

    We are in the midst of one of the largest wealth transfer eras in modern history. Unfortunately, research has shown that inherited wealth usually does not last through the third generation. In Preparing for the Windfall, a new white paper from Klingenstein Fields Advisors, we outline the obstacles to successful wealth transfer, and we provide some […]

  • White Paper header icon image

    The use of alternative investments in diversified portfolios has grown exponentially in recent years. Key drivers of this trend have been the search for downside protection, as well as seeking additional sources of returns in an extended low interest rate environment. Improving Risk-Adjusted Returns Historically, adding alternatives to a portfolio has helped improve the risk/return […]

  • The importance of staying the course image

    Since mid-July, U.S. and global stock markets have retreated and been subject to greater volatility than they have experienced in the recent past. There are a number of international factors contributing to this unsettled environment. Events closer to home have served to further stoke investor fears. The VIX®, a measure of the market’s expectations regarding […]

  • Press Release header image

    NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields & Co., L.L.C. today is now operating as “Klingenstein Fields Wealth Advisors” as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.  The initiative included the […]

  • Jonathan Roberts elected to Chair IAA Board for 2015-2016 image

    Jonathan B. Roberts elected Chair of the IAA Board of Governors for 2015 – 2016. Download the PDF by clicking on the icon above right.