Founded in 1997, Klingman & Associates, LLC is a New York-based wealth management firm that operates under a fiduciary standard. The company provides integrated financial planning, investment management, and advisory services to a clientele of high-net-worth individuals, families, and foundations. Their approach focuses on creating customized, long-term financial strategies that encompass investment management, estate and tax planning, and philanthropic goals, ensuring their advice is objective and aligned solely with client interests.

Founded in

United States