We’re here to help coordinate every aspect of your financial life—so you can focus on what matters most: your family, your business, your passions, and your legacy.

At Klein Lally Group, we view wealth not just as a resource, but as a responsibility. That’s why we take a holistic approach to managing your financial affairs, integrating investment strategy, estate planning, tax optimization, philanthropic goals, succession planning, and intergenerational education. Our goal is to ensure that every decision aligns with your values, supports your long-term objectives, and protects what you’ve worked hard to build.

Founded as a family office in 1802, KLG brings you over 220 years of private wealth management experience. What began with Ezra Klein’s thoughtful reinvestment of textile profits has grown into a modern, multi-generational firm with over $7.25 billion in assets under stewardship. Today, we serve fewer than 100 client families—by design. This selectivity allows us to devote the time, attention, and discretion that true wealth requires.

Each client is supported by a dedicated team of advisors, analysts, and specialists who coordinate seamlessly behind the scenes. Whether you’re navigating a business sale, preparing to transition wealth to the next generation, or planning for future giving, we are by your side every step of the way—with continuity that often spans lifetimes.

Managing wealth is not just what we do—it’s all we do. And we do it with the quiet strength and discipline that has defined KLG for over two centuries.