Chani Katzman
We help our clients live a life by design, not default.
Chani Katzman · New York, New York
Is this you, Chani?
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About
Our goal is to identify your goals then together, we can achieve them. Whether you are growing wealth from a content strategy or collaboration, you deserve the opportunity to protect, grow and build a legacy. Not everyone plays golf, but everyone needs someone who can answer all their money growth questions, especially if you are new to it.
Who they serve
- Founders
Services
- 401(k) & IRA Management
- Cash Flow Planning
- College/Education Planning
- Family Wealth Transfer
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
Structured record
| Name | Chani Katzman |
|---|---|
| Firm | Chani Katzman |
| Location | New York, New York |
| Fee model | Percentage of Assets (AUM) |
| AUM | $1B - $5B |
| Founded | 1980 |
| Firm size | 50+ employees |
| Affiliation | Broker-Dealer Only |
| Designations | Other |
| Investment approach | Blend of both |
| Website | fhfg.com |
| https://www.linkedin.com/in/chan-i/ |
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Specialties
- Small business owners
- Family wealth transfer