Joseph Grunfeld

As the son of Holocaust survivors who emigrated to the United States with dreams of a better life for their children, my humble beginnings have served as the underpinning of my journey to becoming a top wealth advisor to some of the most iconic American families.

Observing my father’s strong work ethic, while he was building his butcher business in Harlem, gave me my initial understanding of the challenges entrepreneurs face. This experience was the initial catalyst that ignited the passion I have to work with business owners who today are one of the cornerstone of our clientele.

In addition to working with business owners and entrepreneurs, our comprehensive approach serves the needs of

– individuals
– families
– corporate executives
– family offices
– hedge fund principals, foundations, and endowments

Our team works with clients of exceptional financial resources who seek not only to preserve and enhance their wealth, but also to cement their legacy.

Our strength is our focus on addressing the complex financial requirements of the ultra-affluent. With decades of experience in applying our knowledge, we assist clients with a wide range of initiatives including investment management, market-linked securities and customized derivative strategies concentrated stock management, strategic philanthropy banking and lending intergenerational wealth transfer, as well as guidance during change of circumstance/liquidity events.

My Personal passions include: My wife and four daughters, live music and playing the harmonica, wine and food