What departments does Family Management have?

Family Management has employees across 5 departments including Finance, Operations, Legal, Analytics, Human Resources.

What is the largest department at Family Management?

The largest department at Family Management is Operations with 6 employees.

Where are Family Management employees located globally?

Family Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Family Management's team size changed over time?

Family Management's team has decreased from approximately 19 to 10 employees based on available data.

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Family Management Employee Directory

Q: Who are Family Management's key employees and leadership?

Family Management's key employees include: President And Chief Executive Officer: S. Z., Chief Investment Officer: D. S., Chief Operating Officer: C. B., President: D. M., Head Trader: M. K..

Financial ServicesNew York, United States11-50 Employees

Family Management Corporation is a New York-based financial services firm founded in 1989. It delivers tailored financial planning for high-net-worth individuals and organizations to help preserve wealth through life's milestones. Beyond core wealth management, the firm provides a broader advisory offering to support comprehensive financial decision-making. Its services include investment advisory, estate planning, and philanthropic guidance, reflecting a comprehensive approach to managing wealth. Located in New York City, New York, the company emphasizes personalized service and aims to deliver long-term value and security as clients navigate complex financial decisions across life stages.

Family Management Global Highlights

North America
36

United States Of America
36

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Family Management's Leadership

D. S.
Chief Investment Officer
Mobile Phone
Email
C. B.
Chief Operating Officer
Mobile Phone
Email
S. Z.
President And Chief Executive Officer
Mobile Phone
Email
D. M.
President
Mobile Phone
Email
M. K.
Head Trader
Mobile Phone
Email
P. F.
General Counsel And Chief Compliance Officer
Mobile Phone
Email
C. S.
Senior Vice President, Operations And Compliance Manager
Mobile Phone
Email
J. N.
Vice President
Mobile Phone
Email

Family Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Entrepreneurship
Human Resources
Other
Accounting

Contact profiles from Family Management

Name

Title

Contact Info

Location

Last Update

P. H.
Executive Assistant Â Human Resources
Mobile Phone
Email
United StatesNew York
Aug 17, 2023
J. S.
Retired
Mobile Phone
Email
United StatesFlorida
Feb 22, 2026

Frequently Asked Questions

What is Family Management known for?

Family Management was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 155 East 44th Street Floor 21 New York, New York United States; you can contact the main corporate office by phone at

+1-212-872-****

. Explore Family Management's company overview page for more information.

What is Family Management's most common email format?

Family Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Management email formats with LeadIQ.

How many employees does Family Management have currently?

Family Management has approximately 20 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Family Management's key employees and leadership?

As of June 2026, Family Management's key employees include:

Chief Investment Officer: D. S.
Chief Operating Officer: C. B.
President And Chief Executive Officer: S. Z.
President: D. M.
Head Trader: M. K.

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Family Management Employee Directory

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