AMG Wealth Partners invests in Clarfeld Financial Advisors

By IVCPOST Staff Reporter

Aug 19, 2013 02:11 PM EDT

MG Wealth Partners LP is a subsidiary of Affiliated Managers Group (AMG). The former had purchased an equity interest in New York-based Clarfeld Financial Advisors. The Clarfeld team would continue managing the company along with its employees at Clarfeld. They will hold major equity in the business and will operate with autonomy to manage the company.

Clarfeld Financial Advisors also has presence in London. The company provides estate and financial planning along with comprehensive investment. Other services offered by the firm include tax planning and compliance, risk management and family office services. The latter service offered by Clarfeld is focused to corporate executives, high net-worth individuals, business owners and their family foundations and trusts.

The company was established in 1981 by Robert A. Clarfeld and manages around USD4 billion client assets.  Aside from its domestic capabilities, the company holds expertise in solving estate and tax planning along with providing complex financial solutions for US citizens working or having businesses abroad.

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