WHO WE ARE
We are a family-owned and independent registered...
WHAT WE DO
We provide end-to-end financial counseling and asset management...
WHO WE SERVE
We serve individuals and families, throughout the varying stages...
HOW WE INVEST
Our disciplined approach to asset management emphasizes wealth...
HOW TO BECOME A CLIENT
To learn more about becoming a client of Zuckerman Investment...
  • Family Wealth Management
    We manage your family’s wealth, throughout
    lifetimes, across generations.

Family Wealth Management

We manage your family’s wealth, throughout lifetimes, across generations.

WE ADVISE AND
PLAN FOR YOUR FAMILY’S
FUTURE

WE CONSTRUCT
CUSTOMIZED INVESTMENT
PORTFOLIOS

WE ENSURE THE NEXT
GENERATION IS PREPARED
TO INHERIT WEALTH

WHY CHOOSE US?

From financial counseling to asset management, our firm is built with a singular purpose in mind: to be your family’s trusted long-term partner.

We are here for you throughout the various stages of your life.

BUILDING WEALTH

Whether you are single or recently married, busy raising your children or busy building your career, we are here to help you navigate the complexities of planning for your family’s future.

LIFE CHANGES

Life brings many changes, some expected and some surprising, some welcome and some unfortunate. Our specialized service takes the time to understand the nuances of your unique circumstances.

TRANSITIONING WEALTH

With first-hand experience on this matter, we have extensive knowledge about how to address this difficult challenge and best transition your wealth to the next generation.