A different kind of financial advisor for a different kind of wealth
One of the best ways to understand who we are and what we do at The Rosenfeld Group is to look at the kind of clients we serve. They are dynamic, driven and used to setting high goals for themselves. It's an elite clientele - people with substantial wealth who are managing multiple priorities and challenges. We believe they require qualities that go beyond skill and experience. They are looking for a style and a mindset that can keep pace with them, their lives and the way they work.
A single point of efficient financial service for virtually all your needs
The clients we serve tend to have more opportunities because they have a drive to create more opportunities. Such ability and sophistication, however, requires a financial infrastructure that handles the full range of clients' day-to-day needs discreetly and efficiently. Our objective is to bring greater ease and efficiency throughout the entire financial life of a client with a concierge-like level of responsiveness. That's what professional, structured wealth management could do for you.
More often than not, our relationship with our clients goes beyond serving just one individual. At the Rosenfeld Group, we routinely serve entire families, helping various family members at each stage of their lives while keeping true to the overall structure we've helped you design for your family's wealth. We welcome establishing these multigenerational relationships, as they are paramount to our simplifying your financial life.
More wealth management resources for more complex needs
At The Rosenfeld Group, the clients we serve have substantial wealth. Their assets and holdings are often diverse and complex - and their income derives from many different sources. We believe that a particular kind of skill and experience is necessary to help manage these complex wealth arrays. We can offer bespoke advice and guidance on: liquidity and cash flow management, asset allocation and hedging strategies, risk management, tax minimization strategies in collaboration with your tax professionals, and charitable giving strategies.