WE CONTINUOUSLY STRIVE TO PROVIDE ATTENTIVE AND PERSONAL ADVICE TO ALL OUR CLIENTS
Established in 1989 by principals Seymour Zises and Andrea Tessler, Family Management is a New York-based registered investment adviser and broker dealer serving high net worth individuals, families and non-profit organizations. With more than $2.6 billion of assets under management*, we provide attentive professional service and advice across all areas of financial planning.
We are privileged to have a dedicated team of experienced, licensed investment professionals at our firm who provide personalized service to our clients. We invite you to view their profiles and backgrounds, as well as the firm profile, on FINRA’S BrokerCheck. Family Management team members consult on a full array of financial products; including stocks, bonds, hedge funds and other alternative investments, insurance products, and real estate.
*As of 12/31/20