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Wealth Management

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 $2.2 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.

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