An extension of your family's vision.
EDM Management is a New York-based multi-family office founded to help successful families navigate the complexities and opportunities of significant wealth. We provide a purpose-driven partnership to preserve and grow wealth across generations, ensuring your values are the foundation for what follows.
True Partnership for Enduring Success
EDM Management understands that true wealth extends far beyond financial assets. It encompasses purpose, family unity, and the ability to create meaningful impact. We lead the way on a purpose-driven path that supports your goals and values through our comprehensive family office services. We don’t simply manage your assets; we become an integral part of your family’s strategic vision, working alongside you to build a legacy that spans generations.
A Comprehensive Approach to Your Legacy
We offer three integrated service pillars designed to bring clarity and coordination to every aspect of your financial life. Our approach is holistic, bespoke, and built on a deep understanding of what matters most to you.
Investment Management
Disciplined, forward-thinking strategies designed to protect and grow your assets through strategic allocation, rigorous due diligence, and proactive risk management.
Wealth Planning & Coordination
A complete framework for your financial future, from estate planning to tax strategy, with seamless coordination among all your trusted advisors.
Family Culture & Philanthropy
Guidance in building a lasting family legacy through governance, succession planning, and strategic philanthropy that reflects your deepest values.