WE CONTINUOUSLY STRIVE TO PROVIDE ATTENTIVE, PERSONAL AND EXPERT ADVICE TO ALL OUR CLIENTS
Established over 25 years ago by principals Seymour Zises and Andrea Tessler, Family Management is a New York-based registered investment advisor serving high net worth individuals, families and non-profit organizations. With more than $1.5 billion of assets under management, we provide attentive professional service and expert advice across all areas of financial planning.
We are privileged to have a dedicated team of experienced investment professionals who help develop a custom approach for each client based on their individual needs and investment profile. We invite you view their profiles and background as well as the firm profile on FINRA’S BrokerCheck. We consult on a full array of financial products, from stocks and bonds to mutual funds and alternative investments – including hedge funds, insurance products and tax-sensitive planning.