Timeless values, modern strategies, tailored to your family’s legacy
Four generations, same mission: grow, preserve, and transfer wealth confidently
Meyer Handelman & Family - 1934
“Meyer Handelman Company is built on personal relationships, thoughtful investing, and long-term perspective—helping families feel confident about their decisions today and for generations ahead.”
Partner-led
Built on continuity, evolved through innovation
What Sets Us Apart
Four generations of the Handelman family have led this firm without outside ownership or institutional acquisition. MHCo answers to clients, not to shareholders or private equity investors.
We deliver the investment discipline, modern reporting systems, and operational infrastructure of a large institution—with the personal continuity, flexibility, and responsive service families expect.
We manage equity and fixed income portfolios in-house—ensuring accountability, transparency, and consistent execution. For alternatives, such as private equity and venture capital, we access institutional-quality managers with due diligence and ongoing oversight.
We work alongside your attorneys, CPAs, and trustees to consolidate reporting, coordinate decisions, and reduce complexity—so you have one clear view of your complete financial picture.
Our Story
From one family to another
1933
A Firm Born of Resilience
Meyer Handelman establishes the firm to manage the financial affairs of three prominent New York families during the depths of the Great Depression.
1933
A Firm Born of Resilience
Meyer Handelman establishes the firm to manage the financial affairs of three prominent New York families during the depths of the Great Depression.
1950s
Continuity Takes Root
The firm expands as founding client families grow across generations. The second generation of Handelman leadership joins, establishing the multi-generational continuity that defines the firm today.
1950s
Continuity Takes Root
The firm expands as founding client families grow across generations. The second generation of Handelman leadership joins, establishing the multi-generational continuity that defines the firm today.
1980s
Navigating Changing Markets
With the third generation managing the firm, MHCo navigates multiple market cycles—the ’87 crash, emerging markets crisis, tech bubble—while deepening client relationships and refining its disciplined investment philosophy.
1980s
Navigating Changing Markets
With the third generation managing the firm, MHCo navigates multiple market cycles—the ’87 crash, emerging markets crisis, tech bubble—while deepening client relationships and refining its disciplined investment philosophy.
2010s
Carrying the Legacy Forward
The firm evolves alongside the fourth generation of leadership, integrating modern tools and broader planning capabilities while preserving its core values.
2010s
Carrying the Legacy Forward
The firm evolves alongside the fourth generation of leadership, integrating modern tools and broader planning capabilities while preserving its core values.
Now
Trusted for Generations
Today, MHCo manages over $3.5 billion for families, foundations, and endowments—combining 90+ years of market experience with modern technology, proprietary investment strategies, and the personal continuity clients have trusted for generations.
Now
Trusted for Generations
Today, MHCo manages over $3.5 billion for families, foundations, and endowments—combining 90+ years of market experience with modern technology, proprietary investment strategies, and the personal continuity clients have trusted for generations.
