Family Management Corporation is a New York-based registered investment advisor serving high net worth individual investors, families, and not-for-profit organizations. Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm is now one of the 20 largest U.S. financial planning firms*.
Our team of experienced investment professionals tailors a customized plan towards meeting each client’s unique objectives utilizing a full array of financial products and planning tools, from stocks and bonds to mutual funds and alternative investments, including hedge funds, insurance products, and tax-aware planning.
With over two decades of experience serving high net worth individuals, and more than $1 billion in assets under management (as of 1/1/2011), we build the foundation of each client relationship on our belief that we are taking care of more than just your money we are also taking care of you. We are there for you every step of the way, anticipating and preparing for such life transitions as marriage, beginning a family, starting or selling a business, saving for college, retirement, and estate planning.
An integral aspect of our service is developing a sound financial plan around each client’s emotional profile. By this, we mean understanding each client’s personal tolerance for risk or volatility in all kinds of markets. We work to find the right balance between risk and reward that suits each client’s comfort level. Formulating a plan based on belief that each client’s risk/reward profile is unique has been the foundation of our approach and success. Every plan we develop for our clients is guided by our overarching principle that we not only seek to make money for our clients, but also to preserve their wealth and financial security.
Family Management Corporation is part of The Family Management Group of companies that provides overall financial counsel to families and their related entities. Affiliates include Family Management Securities, LLC, a FINRA-registered broker-dealer, and Forest Hill Capital Corporation, a New York State licensed insurance agent.