Family Management Corporation
Family Management Corporation is a registered investment advisor serving high net worth individuals, families, and not-for-profit organizations.
Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $1.5 billion of assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – 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.
As our client, we are there for you and your family every step of the way, anticipating and preparing for such life transitions as marriage, raising children, starting or selling a business, saving for college and retirement and estate planning. An integral aspect of our service is developing a financial strategy that recognizes your personal tolerance for risk or volatility in all kinds of markets. 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.
Investment products and services are offered through Family Management Corporation. Member FINRA/SIPC. Family Management Corporation and the bank are not affiliated. Products and services made available through Family Management are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.