A Partnership for Generations
EDM Management was founded not merely to manage assets, but to help families articulate and achieve their deepest goals. Our story is one of lasting partnership, built upon the principles of our late founder who believed that true counsel comes from understanding the people behind the portfolio.
We see ourselves as stewards of our clients’ aspirations. By listening intently and understanding the nuances of their goals, we become an extension of your family’s vision, helping to build a future that is both prosperous and profoundly meaningful.
Our approach recognizes that wealth is not simply a collection of assets; it is a responsibility, an opportunity, and a tool for creating lasting impact. We guide families through market cycles and life transitions with a steady hand and a forward-looking perspective, always keeping sight of what matters most: your family’s unique vision for the future.
In Memory of Our Founder
EDM Management was founded by Charles “Charlie” Whitmore, a visionary entrepreneur whose deep understanding of New York’s complex financial landscape was matched only by his unwavering commitment to his clients’ success.
Charlie’s path to founding EDM Management began three decades earlier as a commercial real estate attorney at a prestigious Manhattan firm, where he represented high-net-worth families navigating complex property transactions and investment structures. It was during this time that he witnessed firsthand how fragmented financial advice often failed to serve the holistic needs of successful families. Charlie would often say that families didn’t need another broker or another banker. They needed a partner who understood that their wealth was inseparable from their values.
After building a successful practice specializing in real estate law and alternative investments, Charlie recognized an emerging opportunity in the mid-2010s. Many of his clients had accumulated significant wealth but lacked the integrated guidance they needed to preserve and grow it across generations. The traditional private banking model felt increasingly impersonal and product-driven, while single-family offices remained out of reach for many successful families.
Charlie founded EDM Management with a simple but powerful conviction: that true wealth management requires understanding the people behind the portfolio. His legal background at Dewey & Leboeuf gave him unique insight into the structural complexities of family wealth, while his years of client relationships taught him that the most successful families were those who aligned their financial strategies with their deepest values.
A Pioneer in Integrated Philanthropy
Perhaps Charlie’s greatest innovation was his recognition that philanthropic giving should not be an afterthought in wealth management, but rather a cornerstone of family legacy. Drawing from his own experience supporting New York-based organizations focused on education and community development, he built philanthropic advisory into the DNA of EDM Management from day one.
A Lasting Legacy
When Charlie passed away unexpectedly in 2023, he left behind not just a thriving firm, but a culture and philosophy that continues to guide every decision we make. His belief that we should serve as “an extension of your family’s vision” wasn’t just a tagline; it was his personal mission, reflected in relationships that often spanned multiple generations of the same family.
The principles Charlie established remain the foundation of EDM Management today: that wealth is a tool for purpose, that families deserve integrated rather than fragmented advice, and that the most enduring legacies are built on trust, discretion, and a shared commitment to the future. Though he is no longer with us, his vision continues to inspire our work with every family we serve.
The values Charlie instilled—integrity, partnership, expertise, and legacy—are not just words on our walls, but the living testament to a founder who understood that true wealth extends far beyond financial assets to encompass purpose, family unity, and the ability to create meaningful impact for generations to come.
Our Commitment to You
Our work is guided by a set of core values that define our culture and our promise to every family we serve.
Legacy
A commitment to long-term, generational planning that looks beyond immediate returns to secure your family’s future. We understand that true wealth preservation requires thinking in decades, not quarters.
Integrity
Upholding the highest standards of discretion, transparency, and trust in every interaction. Your confidence in us is the foundation of everything we do, and we never take that responsibility lightly.
Partnership
A deeply collaborative, client-centric approach where your goals become our own. We work alongside you as an extension of your family’s strategic thinking, not as an outside vendor.
Expertise
Providing specialized knowledge and innovative, sophisticated solutions tailored to your unique circumstances. Our team brings decades of experience across complex financial landscapes.
Our Promise
At EDM Management, we promise to serve as more than your financial advisors. We become your partners in building the future you envision. We commit to understanding not just your financial position, but your family’s deeper goals and values.
Every strategy we develop, every recommendation we make, and every decision we guide you through is informed by our understanding of what success means to your family. We measure our own success not by the assets we manage, but by the confidence and peace of mind we provide as you work toward your most important objectives.
Your family’s vision becomes our mission. This is our promise, our commitment, and our privilege.