An Integrated and Comprehensive Approach
EDM Management provides a suite of coordinated services designed to manage, preserve, and grow your family’s wealth in alignment with your vision. Our approach is holistic, ensuring that every component of your financial life works in harmony toward your most important goals.
Investment Management
We build and manage sophisticated portfolios with a disciplined, evidence-based philosophy focused on long-term capital appreciation and preservation. Our process is rooted in a deep understanding of your family’s unique objectives and risk tolerance.
Strategic Asset Allocation
Constructing a diversified global portfolio tailored to your specific financial goals.
Rigorous Due Diligence
Thoroughly vetting all investment opportunities, from public markets to private placements.
Proactive Risk Management
Implementing strategies designed to protect assets against market volatility and unforeseen risks.
Bespoke Portfolio Construction
Our strategies are tailored to each family’s unique financial landscape, and we have particular experience in stewarding wealth for clients with significant interests in residential and commercial real estate, media, and other alternative investments.
Estate & Trust Planning
Designing and implementing sophisticated structures to ensure a smooth and tax-efficient transfer of wealth according to your wishes.
Tax Optimization Strategy
Working proactively to structure your assets and financial activities in a tax-efficient manner.
Advisor Coordination
Serving as your financial quarterback, we seamlessly coordinate with your other trusted advisors, including legal and accounting professionals, to ensure a unified strategy.
Liquidity & Cash Flow Management
Analyzing and planning for your family’s short-term and long-term cash needs.
Wealth Planning & Coordination
We believe a sound financial plan is the essential blueprint for a lasting legacy. We work with you to create and execute a comprehensive wealth strategy that addresses every aspect of your financial life.
Family Culture & Philanthropy
We recognize that a family’s values are its most important asset. Our services extend beyond financial management to help you build and sustain a strong family culture and a meaningful philanthropic legacy.
Family Governance
Helping to establish a framework for family decision-making, communication, and conflict resolution across generations.
Succession Planning
Guiding families through the complex process of transitioning leadership and wealth to the next generation.
Next-Generation Education
Providing mentorship and education to prepare younger family members for the responsibilities and opportunities of wealth.
Strategic Philanthropic Advisory
Helping your family define a clear charitable mission, identify impactful opportunities, and structure your giving to create a lasting legacy of generosity.
Representative Philanthropic Recommendations
The following organizations represent the caliber and focus of institutions we recommend to clients based on their unique charitable goals—from enriching New York City’s communities to tackling global challenges.
Altman Foundation
A foundation dedicated to enriching the quality of life in New York City through support for programs and institutions that advance opportunity and equity.
Helmsley Charitable Trust
A global philanthropy that supports a wide range of causes, including health, medical research, and conservation efforts in the U.S. and around the world.
The ArtsConnection, Inc.
An organization committed to making the arts an essential part of every child’s education within the New York City public school system.
City Parks Foundation
A key supporter of New York City’s public green spaces, working to sustain, improve, and program parks throughout the city.