The 30 Best Family office wealth managers in New York City, New York

Welcome to the Cortland County Business Development Corporation (CCBDC), your trusted partner in real estate and economic development located at 40 Main Street, Suite A, Cortland, New York. As a premier real estate agency, we are dedicated to fostering growth and development within our vibrant community. Under the leadership of Executive Director Brendan O'Bryan, we leverage extensive experience in community and economic development to drive business success in Cortland County. Brendan's background includes securing significant state and federal grants to support small businesses and facilitating the preparation of development sites. His commitment to community revitalization is evident through his previous work with The Agency in Broome County and his active involvement with the Rural Health Network of South-Central New York.

Welcome to Robert Potochniak, Licensed Associate Real Estate Broker at EXIT Realty Homeward Bound, your trusted partner in real estate located at 1500 Vestal Parkway East, Vestal, New York. With a commitment to excellence and a passion for helping clients achieve their real estate goals, Robert Potochniak offers exceptional services tailored to meet your unique needs. Whether you are buying, selling, or investing in property, Robert brings a wealth of experience and local market knowledge to ensure a seamless and successful transaction. As part of the reputable EXIT Realty Homeward Bound team, Robert leverages cutting-edge technology and innovative marketing strategies to provide you with the best possible outcomes.

Welcome to Billharz Plumbing Inc., a family-owned-and-operated business proudly serving the Queens, New York community since 1927. Located at 45-25 47th Street, we specialize in general contracting, plumbing, heating, and home goods. As a trusted name in the industry, we are committed to delivering exceptional service and expert solutions for all your plumbing and heating needs. Our team is certified by Weil McLain, Honeywell, and Ruud, ensuring top-notch service in heating systems and gas problem diagnostics. We are also certified by New York State for backflow prevention device (RPZ) testing, making us your go-to experts for safe and reliable plumbing solutions.

Welcome to Howard Hanna Cazenovia, your trusted partner in finance, insurance, and real estate services. Conveniently located at 87 Albany Street, Cazenovia, New York, we are dedicated to serving the community with integrity and expertise. At Howard Hanna Cazenovia, we understand that buying or selling a home is one of the most significant financial decisions you'll make. Our experienced real estate agents are committed to guiding you through every step of the process, ensuring a seamless and stress-free experience. Whether you're a first-time homebuyer, looking to sell, or seeking investment opportunities, our team is equipped with the local market knowledge and industry insights to help you achieve your goals.

Welcome to MISRA Capital, your trusted partner in real estate investing, located at 1711 Cudaback Avenue, Niagara Falls, New York. As a premier real estate agency and private equity investment firm, we specialize in providing sophisticated, accredited investors with unique opportunities to invest in institutional-quality, recession-resistant real estate assets. Our focus is on generating passive cash-flow income through multifamily apartments and other real estate strategies, ensuring a high degree of principal protection and attractive equity multiples. At MISRA Capital, our mission is to build generational wealth, generate passive cashflow income, and achieve financial security for our investors. AJay, our experienced and passionate serial real estate investor, leads the firm with over 25 years of expertise in the USA and Canada. With a proven track record in managing multi-family apartment deals and other real estate investments valued at over $400 million, AJay brings a wealth of knowledge and experience to our clients.

Welcome to Renee Jimenez, ERA Team VP Real Estate, your trusted partner in finding the perfect home or property in the beautiful region of Mayville, New York. Located at 4478 West Lake Road, our office is at the heart of Chautauqua County, a place renowned for its picturesque landscapes and serene lakeside living. Renee Jimenez brings a wealth of experience and a personalized approach to real estate, ensuring that your buying or selling process is seamless and rewarding. Whether you are in search of a cozy lakeside retreat, a family home, or an investment property, our dedicated team is committed to meeting your unique needs and exceeding your expectations.

Welcome to Matthieu Allirot Real Estate, your trusted partner in navigating the dynamic real estate landscape of Westchester County. Located at 28 Chase Road, Scarsdale, New York, our business is built on a foundation of global experience and local expertise, tailored to meet the unique needs of international clients transitioning to this vibrant community. With a rich background in top real estate markets such as Buenos Aires, Abu Dhabi, New York, and Paris, Matthieu Allirot brings a wealth of culturally-rich experiences to the table. This global perspective is invaluable in understanding and fulfilling the diverse requirements of our clientele.

Welcome to Yulisol Francisco Realtor, your trusted partner in real estate located at 3825 East Tremont Avenue, The Bronx, New York 10465. As a distinguished real estate agency in the heart of the Bronx, we specialize in providing comprehensive financial and real estate services tailored to meet your unique needs. Yulisol Francisco, the driving force behind our agency, brings a wealth of experience and dedication to the table. Born and raised in the Dominican Republic, Yulisol relocated to the United States five years ago and has since been committed to helping clients navigate the complexities of the real estate market. She graduated Summa Cum Laude with a Bachelor's degree in General Law from UCNE, and her expertise is further enriched by her internship at the Title Registry Office in San Francisco de Macoris, Dominican Republic. Her academic focus on Cadastral Registration underscores her deep understanding of property law.

Welcome to Call It Home Realty LLC, your trusted real estate partner located at 20-29 38th Street, Astoria, Queens, New York 11105. As a premier real estate agency, we are committed to helping you navigate the dynamic real estate market with confidence and ease. Founded by a seasoned real estate broker with over 20 years of experience, Call It Home Realty LLC emerged in 2021 during the challenging times of the Covid pandemic. Our founder's resilience and dedication to the industry have laid the foundation for a brokerage where every client is treated like family. Integrity, passion, and excellence are at the heart of everything we do.

Welcome to Steven Segretta - Real Estate at Brown Harris Stevens, your trusted partner in navigating the vibrant and dynamic real estate market of Brooklyn, New York. Located at 160 7th Avenue, Brooklyn, NY 11215, Steven Segretta is a licensed real estate salesperson with a reputation for excellence, commitment, and personalized service. With extensive experience in both New York and New Jersey, Steven Segretta specializes in helping clients buy and sell properties with confidence and ease. Whether you're a first-time homebuyer or a seasoned investor, Steven’s deep knowledge of the Park Slope area and his financial expertise provide invaluable insights to make informed decisions. His dedication to client satisfaction is reflected in the glowing testimonials from previous clients who commend his thorough communication, responsiveness, and genuine care throughout the real estate process.

Welcome to The O'Dwyer-Brainard Team - Real Estate Advisors at Daniel Gale Sotheby's International Realty, your trusted real estate partners in Stony Brook, New York. Located at 1067 New York 25A, our team is dedicated to providing unparalleled service and expertise in the Three Village community and beyond. With over 40 years of experience, Michael brings a wealth of knowledge from his previous ownership and management of Virginia O’Dwyer Real Estate. As the manager of the Stony Brook office, he has cultivated numerous relationships within the Sotheby’s network, enhancing our ability to serve our clients. His extensive experience in renovating and restoring homes provides invaluable insights that he eagerly shares with clients.

Welcome to the online home of Catherine Wallack, your dedicated real estate professional at Daniel Gale Sotheby's International Realty, located at 77 Main Street, Northport, New York 11768. Catherine Wallack brings a unique blend of artistic vision and real estate expertise to the North Shore of Long Island, a region she knows intimately having been born and raised here. With a Bachelor’s degree in Fine Arts from Parsons School of Design and extensive experience in the contemporary art world, Catherine has honed her skills in property management, photography, staging, and marketing. Catherine’s career journey took her from the vibrant art scenes of Florida and Los Angeles to managing investment properties for renowned artist and real estate investor, Martínez Celaya. This experience sparked her passion for real estate, where she seamlessly integrates her artistic eye with her real estate acumen. Now back in her beloved hometown, Catherine is thrilled to help others find their dream homes, supported by her deep knowledge of fine art, interior design, and architecture.

Welcome to ECH Investings, your trusted partner in financial growth and success. Conveniently located at 112 Gerard Road, Yaphank, New York, our firm is dedicated to providing expert investment advice and tailored financial solutions to meet the diverse needs of our clients. With a focus on integrity, innovation, and personalized service, we strive to empower individuals and businesses to achieve their financial goals. Whether you're looking to expand your investment portfolio, plan for retirement, or secure your financial future, ECH Investings offers the expertise and guidance you need. Visit us today and take the first step towards a prosperous future.

Welcome to William J Walters Jr - North Fork, Long Island Realtor | Daniel Gale Sotheby's International Realty, your premier destination for exceptional real estate services in the heart of Greenport, New York. Located at 114 Main Street, our office is a hub for those seeking to navigate the vibrant North Fork real estate market with confidence and ease. Bill Walters stands as a cornerstone of the local real estate community, bringing deep-rooted insights and unparalleled expertise to every transaction. A native of North Fork with family ties dating back to the 1960s, Bill combines his intimate knowledge of the area with a robust educational foundation from Johnson & Wales University, where he earned a BA in Business Management with minors in International Business, Marketing, and B2B Selling.

Welcome to the world of real estate excellence with Debra Von Brook-Binder, your trusted Real Estate Salesperson located at 11 Grand Avenue, Shelter Island Heights, New York. Whether you are buying, selling, or renting, Debra is dedicated to providing personalized attention and expert guidance throughout your property journey. With over 15 years of experience in interior design, home purchasing, construction, and renovations, Debra transitioned into real estate in the early 2000s, bringing a wealth of knowledge and expertise. As a long-time Shelter Island resident since 1991, Debra's local insight into the beautiful Shelter Island and the captivating North and South Fork regions is unparalleled.

Welcome to Phyllis Caldwell Daniel Gale Sotheby's International Realty, your trusted partner in finding the perfect home on the beautiful North Fork. Conveniently located at 28080 Main Road, Cutchogue, New York, Phyllis brings a wealth of experience and dedication to the real estate market. As a native of Jersey City, New Jersey, and a proud resident of both Rockville Centre and Cutchogue, Phyllis combines her extensive background in education and real estate law to provide unparalleled service to her clients. Phyllis holds a B.S. and teaching certification in Health and Physical Education from Kean University. After transitioning from a successful teaching career, she honed her skills as a paralegal at Allen Morris and Troisi, where she managed realty contracts with precision and care. Her meticulous work habits and attention to detail make her an invaluable asset in navigating the complexities of real estate transactions.

Welcome to Natalie Hough, Real Estate Salesperson, located at 28080 Main Road, Cutchogue, New York 11935. With a distinguished career in publishing and hospitality, Natalie Hough brings a wealth of experience and a passion for customer service to Daniel Gale Sotheby’s International Realty. Known for her professionalism and meticulous attention to detail, Natalie is committed to prioritizing her clients' needs above all else. Having lived on the North Fork of Long Island for over 17 years, Natalie is deeply rooted in the community. Her involvement in the marine construction business alongside her husband has equipped her with invaluable insights into waterfront property development, working closely with local building departments and the NYSDEC. This expertise makes her an ideal partner for clients looking to navigate the complexities of real estate on the North Fork.

Welcome to Lena Koropey Global Real Estate, your premier destination for luxury real estate services located at 70 Love Lane, Mattituck, New York. Led by Lena Koropey, a Licensed Real Estate Salesperson and Global Real Estate Advisor with Daniel Gale Sotheby's International Realty, we bring unparalleled expertise to the North Fork and beyond. With over two decades of experience in marketing communications, brand management, and public relations, Lena has collaborated with the world’s most prestigious luxury brands. Her extensive background, combined with her experience as a real estate investor and entrepreneur, ensures exceptional returns for her clients. Lena's success is attributed to her ability to forge trusting relationships with buyers and sellers, her insight into market trends, and her keen eye for design.

Welcome to Mohawk Valley NY Real Estate: Joseph Chileli, your premier destination for all your real estate needs in Herkimer, New York, and the surrounding areas. Conveniently located at 3151 New York 28, our business is committed to offering exceptional service and expert guidance whether you are buying or selling a home or land. On our user-friendly website, you'll find a wealth of resources designed to assist you in your real estate journey. From comprehensive listings to insightful market analysis, our tools are available to you at no cost. We encourage you to explore and bookmark our site for easy access to invaluable information and updates.

Welcome to the St. Lawrence County Industrial Development Agency, your gateway to success in the vibrant business community of St. Lawrence County. Located at 19 Commerce Lane, Canton, New York, our local government office is committed to fostering economic growth and development. As a public benefit corporation, we provide invaluable assistance to new and existing businesses, helping them navigate financing, real estate, workforce development, and more. St. Lawrence County boasts rich natural resources, a strategic location along the St. Lawrence River, and access to both U.S. and Canadian markets. Our motivated workforce and entrepreneurial spirit make it an ideal place to start and grow your business. With our support, various business sectors are thriving, from manufacturing and agriculture to technology and research.