Working with Us Research First Our Firm Communications Contact Us Client Login .cls-1{fill:none;}.cls-2{fill:#007dba;}search Submit FEATURED TOPICS VIDEO: 2020 Year-End Client Message, December 28, 2020 Read More First Manhattan Co.'s Commitment to Diversity, June 2, 2020 Read More Summary of Various Provisions from the CARES Act and Related Tax Relief Measures, April 16, 2020 Read More VIDEO: Portfolio Management in the Midst of the Current Market Volatility, March 25, 2020 Read More Our Service Commitment to Clients During the COVID-19 Pandemic, March 16, 2020 Read More 399 Park Avenue New York, NY 10022 212.756.3300 © 2021 First Manhattan Co. All rights reserved. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Careers Form ADV Form CRS Privacy and Terms Legal Business Continuity Plan BrokerCheck FINRA SIPC Join our mailing list * Email Address: Submit Download the Client Portal app:

Working with Us Research First Our Firm Communications Contact Us Client Login .cls-1{fill:none;}.cls-2{fill:#007dba;}search Submit WEALTH PLANNING Your overall financial health is important to us. We provide wealth planning services to help you and your family achieve specific goals. A HOLISTIC APPROACH To facilitate a 360-degree view of your financial picture, we consider all of your assets, regardless of where they are managed. Working together with you—as well as your independent advisors, if applicable—we explore potential strategies to guide you from where you are now to where you want to be, and create an integrated plan that serves you holistically. Let Us Help Guide You Leverage our expertise and network of specialists for assistance with a wide range of scenarios, including: Financial planning Retirement planning General tax and accounting strategies Balance sheet management Estate planning Philanthropic solutions We provide ongoing, holistic advice to help our clients think strategically about a variety of investment and financial planning matters. Len Berman Senior Managing Director Portfolio Manager MEET OUR PORTFOLIO MANAGERS Our Portfolio Managers share a commitment to long-term, risk-averse investing, rigorous analysis, and thoughtful, personalized client service. Learn more 399 Park Avenue New York, NY 10022 212.756.3300 © 2021 First Manhattan Co. All rights reserved. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Careers Form ADV Form CRS Privacy and Terms Legal Business Continuity Plan BrokerCheck FINRA SIPC Join our mailing list * Email Address: Submit Download the Client Portal app: