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 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.