New York: Family Management hosted a Cybersecurity Briefing for its clients this morning, to highlight the latest threats and issues affecting individuals and corporations online, and offering practical steps that can be taken to mitigate the risks.
New York: In this – the year of the summer intern selfie – Family Management is pleased to present our summer intern class of 2016. They are from left to right: standing – Trevon Jackson (York College, Business Management, Freshman), Brett Berkenblit (University of North Carolina, Pre-Business Studies, Sophomore), Laurella Dotan (Washington University in St.
New York: Each tax season the Family Management team is ready to help Clients and their Accountants with their preparation for 2015 taxes and answer any questions that they may have. The following informational road map is being mailed to Clients to assist with the preparation of their taxes: INTEREST, DIVIDENDS, & REALIZED GAIN/LOSS
New York: Family Management announces download capabilities from clients’ brokerage accounts directly into Quicken® software. Quicken® is a leading personal finance software package used by individuals and families to record expenses, manage accounts, track investments and capture net worth. One of the features of Quicken® is that it has the ability to link directly to
