Private Wealth Management

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Building a family fortune is a tremendous accomplishment.
Managing that fortune for the benefit of future generations is another challenge altogether.

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We are long-term investors that focus on preserving and growing your wealth and legacy. Ready to learn more? Please call us at 212-698-0820 or complete the form below.

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  • Our Firm

    For more than 30 years, we have been preserving and growing our clients’ wealth, providing the stewardship and experience necessary to meet today’s challenges, and to prepare for the challenges facing future generations.

    learn more meet our team
  • Our Investment Philosophy

    We pursue two primary objectives for our clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve our mandate, we rely upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. We do not follow fads; we invest in companies that deliver solid returns over the long run.

    learn more Letter from the President
  • Our Relationship With You

    No two families are alike; thus, getting to know you – becoming your trusted family counselor - is not an overnight process. Often, your needs will extend beyond investing, and may involve intra- and intergenerational issues. Our portfolio managers leverage the full resources of the firm (communicating with each other is as important as communicating with you) to create a comprehensive service plan tailored to your unique needs.

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Our firm follows two guiding principles: excellent client service and a long
term, goal oriented view of investing that avoids speculation and resists fads.

Contact Us

Private Wealth Management

Paul Kleinschmidt

Institutional Services

Joseph A. Zock

Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.