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Joel Isaacson & Co.

Family Office New York, United States ·Founded 1993

Overview

Joel Isaacson & Co. is a wealth management firm based in New York City, specializing in comprehensive financial planning and investment services for high-net-worth individuals and institutions. The firm offers a range of services, including asset management, tax and financial planning, and corporate benefit coordination, with a focus on personalized and objective advice. Established in 1993, Joel Isaacson & Co. has grown to a team of over 50 professionals, serving a diverse clientele that includes business owners, executives, and entrepreneurs. The firm's investment approach is tailored to each client's unique financial goals, emphasizing long-term wealth growth and protection through strategic planning and disciplined execution. With over $8 billion in assets under management, Joel Isaacson & Co. has been recognized by leading financial publications for its excellence in wealth management. The firm's commitment to transparency, client-centric service, and fiduciary responsibility has solidified its reputation as a trusted advisor in the financial industry.

Investment Focus

High-net-worth individuals
Institutions
Business owners
Executives
Entrepreneurs

Portfolio Companies

AppleMicrosoftAmazonFacebookAirbnbUberSpotifyGoogleSamsungTeslaIntelLinkedInSalesforceTwitterSnapIBMNetflixAdobeOracleCisco

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Frequently asked questions about Joel Isaacson & Co.

What sectors does Joel Isaacson & Co. invest in?

Joel Isaacson & Co. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Joel Isaacson & Co. is listed as a family office in the ConnectSafely investor database.