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Klingman & Associates, LLC (K&A) 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
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
New York, United States
Portfolio & Notable Allocations
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