About Us
Meyer Handelman Company LLC (MHCO) is a fourth-generation multi-family office founded in 1933 to preserve and grow wealth for high-net-worth families. Today, we manage over $3 billion in assets, delivering tailored financial strategies to meet our clients’ unique needs and goals.

Our Services
MHCO offers comprehensive wealth management and family office services, including:

- Investment Advisory: Building diversified, tax-optimized SMA portfolios aligned with client goals to maximize after-tax performance.
- Asset Management: Employing a unique blend of quantitative modeling and fundamental analysis through our in-house portfolio management team.
- Private Wealth Planning: Developing personalized strategies that integrate estate planning, tax optimization, investment management, and legacy goals to achieve long-term financial security.
- Trust & Estate Planning: Partnering with legal experts to design seamless and effective wealth transfer strategies.
- Alternative Investments: Allocating strategically to Private Equity, Private Credit, and Venture Capital for portfolio diversification.
- Tax and Insurance Strategies: Developing tax-optimized plans and reviewing insurance coverage to ensure peace of mind.
- Family Office Operations: Streamlining administrative functions, including payroll, bill pay, and record-keeping.
- Philanthropy and Governance: Guiding charitable giving strategies and fostering financial literacy across generations.
- Institutional Asset Management: Managing investment portfolios for private foundations and nonprofit organizations.

Our Philosophy
We believe in disciplined, long-term investing and a client-first approach to ensure financial security and growth. With transparency and open communication at our core, we empower families and institutions to confidently achieve their financial aspirations.

Meyer Handelman Company

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Meyer Handelman Company

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