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Klingman & Associates, LLC (K&A) Background & Overview Overview
Type
Multi-Family Office
General Information
Klingman & Associates, LLC (K&A) is a multi-family office headquartered in New York. The firm provides comprehensive wealth management and investment advisory services to high-net-worth families, emphasizing a disciplined approach grounded in Modern Portfolio Theory. K&A supports clients with long-term financial planning, portfolio construction, and risk management—aligns investment strategies with clients’ objectives to help preserve and grow multi-generational wealth.
Contact Information
Website:
Year Founded:
Klingman & Associates, LLC (K&A) Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi-Family Office
Klingman & Associates, LLC (K&A) Leadership & Principals
Title:
Email:
Corporate Office:
New York, United States
Klingman & Associates, LLC (K&A) Portfolio & Notable Allocations
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