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Satovsky Asset Management Overview
Type
Multi Family Office
Year Founded
2007
General Information
Satovsky Asset Management is a multi-family office headquartered in New York. Founded in 2007 , the firm traces its roots to Jonathan Satovsky’s wealth advisory practice and serves high-net-worth individuals and multigenerational families with investment management, financial planning, behavioral coaching, tax-efficient portfolio design, philanthropic giving guidance, and succession strategies—guiding clients toward long-term capital preservation and growth.
Contact Information
Website:
https://www.satovsky.com/
Year Founded:
2007
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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