Family Management Corporation

Overview

Family Management Corporation provides customized financial planning and advisory services for high net worth clients, families, and not for profit organizations. The SEC IAPD record lists the adviser under the names Family Manage LLC and Family Management Corporation, with SEC registration approved effective March 2, 1990.¹²

The firm reports managing more than $4 billion in assets and supporting more than 100 not for profit organizations, which have received over $3 million in contributions during the past decade.³⁴

History

Seymour W. Zises and Andrea L. Tessler established Family Management in 1989.¹

Timeline

1. 1989Tessler established Family Management in 1989.
2. 1990The SEC IAPD record lists the adviser under the names Family Manage LLC and Family Management Corporation, with SEC registration approved effective March 2, 1990.

Leadership

Seymour W. Zises is President and co-founder.¹

David R. Schawel is Chief Investment Officer and has held that role since 2017.⁵

Chris Bowen became Chief Operating Officer in 2025 after more than 25 years in financial services operations, client service, and advisory compliance.¹

Aldo S. Tarantini is a Managing Director who advises individuals and families and develops tailored investment solutions.⁵

Galit Kursman is a Senior Investment Advisor who develops investment, estate planning, and tax planning strategies for individuals and families.⁵

Jason Nardis is Consultant for Alternative Investments and manages the firm’s alternative investment portfolio.⁵

Services

Family Management creates customized financial plans using stocks, bonds, mutual funds, exchange traded funds, alternative investments, insurance, and tax aware products.¹

Its planning work addresses life events including marriage, raising children, business ownership or sale, college funding, retirement, and estate planning.¹

The firm’s advisory offering includes discretionary investment management, monitoring of client selected investments or managers, and access to third party managers.⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Business owner services
• Private and alternative investments
• Retirement planning

Client Focus

The firm serves high net worth individuals, families, and not for profit organizations. Its team advises individuals and families on tailored investment solutions and planning strategies, while its institutional work includes support for more than 100 not for profit organizations.¹⁴⁵

Approach

Family Management describes its investment approach as aligning strategies with each client’s risk tolerance while seeking both growth and preservation of wealth.¹

FAQs

Related resources

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• Network siteEstatePlanner.com

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• GuideOutsourced CIO vs multifamily office

  The Outsourced CIO vs multifamily office page explains two ways families and organizations may arrange investment oversight and related support. Readers can compare those models with needs such as portfolio management, financial planning, risk and insurance, retirement planning, and services for business owners.

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  Profiles of The Abernathy Group II Family Office, Eagle Bay Family Office, and Ehrenkranz Partners offer additional points of comparison on MultifamilyOffices.com. Reviewing these firms can help a New York family or business owner frame questions about client focus, investment services, planning support, and private investment capabilities.

Sources

1. Family Management, Our Firm
2. SEC IAPD, Family Management Corporation
3. Family Management
4. Family Management, Our Firm
5. Family Management, Investment Team
6. Family Management, Form ADV Part 2A and Part 2B

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.