Clarfeld Family Office

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Clarfeld Family Office Overview

Type

Multi Family Office

Year Founded

1981

General Information

Clarfeld Family Office is a multi-family office headquartered in Tarrytown, United States. Founded in 1981, it originated from CPA Robert Clarfeld’s advisory practice and serves affluent families through integrated tax, estate, investment and risk planning. The team allocates capital across public markets, private funds and direct opportunities while overseeing intergenerational governance, succession and philanthropy services.

Contact Information

Website:

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
520 White Plains Road, Suite 520, Tarrytown, NY 10591

Portfolio & Notable Allocations

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Clarfeld Family Office | Tarrytown Multi Family Office | Altss