Shufro, Rose & Co.

Shufro, Rose & Co.

Founded in 1938, Shufro, Rose & Co. built its practice on multi-generational wealth stewardship, a model that now sees the firm guiding fourth-generation descendants of its earliest clients. Its service architecture weaves together tax planning, estate planning, retirement planning and customized portfolio management. The firm does not publicly brand investment strategies around specific asset classes or sectors, instead emphasizing holistic financial solutions tailored to individual families and trusts. Shufro Rose organizes its client-facing teams into four named advisory groups: The Contant-Leit Group, The Kaminsky-Silverman Group, The Shufro-Glass Group, and The Wacht Group. Each operates with a degree of autonomy, delivering the firm's core planning and risk management services to a discrete set of client relationships. The firm also maintains a centralized operations team supporting these advisory pods. The website offers no public disclosure of AUM, deployment figures, or specific portfolio holdings. The firm operates from a single office in New York and has not disclosed a headcount. Its registered investment advisor status establishes a fiduciary duty to clients, though no adjacent vehicles — such as a philanthropic foundation, real-asset arm, or co-investment club — appear in publicly available materials. The website's framing centers entirely on direct, advisor-led wealth management for high-net-worth individuals and trusts. Shufro Rose's structural identity diverges from most family offices and wealth managers because it functions as a federation of advisory groups rather than a monolithic firm. That pod-based structure can preserve intimate service across generations without forcing clients into a single house philosophy. Succession within the firm remains implicit — each group carries its own leadership lineage — rather than publicly articulated through a firm-wide transition plan.