Klingman & Associates

Klingman & Associates

Klingman & Associates was founded by Gerard Klingman, a Princeton alumnus who has appeared on Barron's Top 100 Independent Advisors list multiple years and ranked as the #2 High Net Worth Advisor in New York City by Forbes in 2024. The firm operates from New York, serving a client base dominated by law firm partners, senior executives, technology entrepreneurs, and professional athletes. The investment approach stacks a fund-of-funds architecture over a traditional multi-family office chassis. Rather than direct operating-company deals, K&A selects third-party managers across private equity, private credit, hedge funds, real estate, and public-market portfolios. Confirmed sector tilts include FinTech, LegalTech, Consumer Tech, and Enterprise Software. The geographic footprint centers on North America. The asset-class mix is layered on top of foundational services: tax planning, estate planning, cash management, and philanthropic structuring. Beyond Gerard Klingman, the leadership team includes COO Michael Paley — previously with Focus Financial Partners — and the next generation through son Thomas Klingman, a Wealth Advisor, alongside Principal Daniel Delmoro. The firm's advisory bench receives industry recognition, with Forbes naming it a Top RIA Firm in 2025. Philanthropic coordination extends to organizations such as Best Buddies International, Guiding Eyes for the Blind, Make-A-Wish Foundation, and The Headstrong Project. Klingman & Associates differentiates by refusing to separate asset management from the full scope of a family's financial life. The firm bundles investment selection with bill pay, life coaching, and generational planning under one fee structure — a service breadth uncommon among advisor teams of its scale and one that creates deep operational stickiness with the estates it retains across decades.