Make sure your wealth stays in the family with our trustworthy family management team.
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 $2.4 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.
- Preparing for such life transitions as marriage or divorce
- Saving for college
- Starting or reselling a business
- Retirement, tax 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.