Founded in 1996, Klingman & Associates, LLC is a New York-based wealth management firm that serves as a fiduciary for high-net-worth individuals, families, and foundations. The company operates on a fee-only basis, meaning its revenue comes directly from clients rather than from commissions on financial products, which is intended to align its interests with those of its clients. Their services encompass a wide range of financial needs, including investment management, retirement planning, estate planning, tax strategies, and philanthropic giving.

Founded in

United States