In addition to families and individuals, Clarfeld offers a robust investment platform for operating and non-operating foundations and other nonprofit organizations.
Understanding the unique investment objectives, risks, time horizons and related budget parameters for nonprofit and other specialized organizations requires an expertise that can only be derived from years of experience.
Our culture of comprehensive wealth management enables us to offer more than the simple approach of purely growing assets; we are able to address specific cash flow and budgeting constraints and opportunities.
We work with organizations to establish short- and long-term objectives as well as operating and capital budgets. We also work directly with finance committees to educate directors on portfolio management, and structure and communicate an organization’s investment policy with the goal of enhancing stakeholder buy-in.
Our services for Endowments, Foundations and Nonprofit Organizations include:
For most, divorce is unchartered territory that requires a tremendous amount of time, energy and a distinct understanding of the financial aspects surrounding each decision that must be made.
We assist our clients through this difficult period of their lives by offering the necessary financial education, support and planning necessary to navigate the complex long-term ramifications surrounding divorce.
The support we offer clients and their attorneys includes:
Over time individuals and families accumulate file cabinets of documents, sometimes stored in multiple locations. While some documents are important and need to be retained, many others are long past their usefulness and should be shredded. LifeSlate™ is our proprietary process for analyzing and reviewing client files – this distinctive solution labels, organizes, scans and uploads all pertinent family documents to our highly customized encrypted online vault. Once documents are posted to our secure, online vault, clients have the ability to input various types of accompanying narratives, while granting subject-specific access to family and advisors.
LifeSlate™ is a uniquely flexible solution to the problem of retaining, accessing and passing on important business and personal aspects of one’s life through a secure and user-friendly platform. Our LifeSlate™ process is remarkably robust and offers the ability to:
*Please Note: The scope of any financial planning, estate planning, tax planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Clarfeld Citizens Private Wealth does not serve as an attorney or accountant. Clarfeld Citizens Private Wealth does not prepare estate-planning documents.