Tom Klingman

Tom Klingman, managing partner of Klingman & Associates, shares insights from his extensive experience in managing wealth for high-net-worth families. He discusses the power of independence in driving innovation and change without bureaucratic constraints. Klingman reflects on the unique challenges of generational wealth transfer and underscores the importance of strong client relationships. He also touches on navigating family dynamics within financial advisories and emphasizes the value of collaboration and personal growth in leadership roles.