Family Management Corporation
A New York-based registered investment advisor providing tailored financial services to high net worth individuals, families, and not-for-profit organizations. Established in 1989, the firm manages over $3 billion in assets, offering a range of financial products, including stocks, bonds, hedge funds, real estate, private equity, and insurance.
1989
Privately held
Tailors investment strategies according to each client’s unique risk/reward profile, ranging from conservative to aggressive.
New York, Ny, United States
About
Mission
To not only grow clients' wealth but also preserve their financial security by creating tailored financial strategies that align with personal risk tolerance and market volatility preferences.
Values
Client care, wealth preservation, diversification, and responsible financial planning.
Participant Demographics
Serving high net worth individuals, families, and not-for-profit organizations.
Track Record
Team Experience
Experienced and licensed investment professionals.
Notable Achievements
Managing over $3 billion in assets.
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New York, Ny, United States
Legal & Compliance
SEC, FINRA
No legal or disciplinary history.
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