Business Details
Emergency
services
Your Trusted Partner for Wealth Management Solutions
At First Long Island Investors, we have dedicated ourselves to providing trusted wealth management services grounded in three core principles: trust, service, and performance. For over 40 years, our employee-controlled boutique firm has prioritized client interests by offering personalized support and direct access to senior professionals. As fiduciaries, we are legally and ethically committed to acting in our clients' best interests, ensuring every recommendation aligns with their long-term goals and values. Our team invests alongside clients, aligning our interests and reinforcing our commitment to shared success. We specialize in strategic asset allocation, global diversification, and risk management, tailoring solutions to meet individual financial objectives.Our expertise extends to estate planning, retirement strategies, tax optimization, and family office services, addressing the complex needs of high-net-worth individuals and families. With a focus on transparency and collaboration, we work alongside clients' existing advisors to deliver comprehensive wealth administration. Our Investment Committee reviews strategies quarterly, ensuring they remain aligned with market conditions and personal milestones. We pride ourselves on fostering long-term relationships built on integrity, expertise, and a deep understanding of our clients' aspirations. Our mission is to preserve and grow wealth across generations, empowering clients to achieve financial security and a fulfilling life.
Services
Wealth Management
Financial Planning
Wealth Administration
Family Office Services
Investment Consulting
Highlights and features
- We act as fiduciaries, legally committed to acting in your best interest.
- Our team invests alongside clients, aligning our interests with yours.
- We provide direct access to senior professionals with decades of experience.
- Our investment strategies are reviewed quarterly by an expert Investment Committee.
- We specialize in serving high-net-worth individuals with $5 million or more.
Services
Wealth Management
Our wealth management services provide customized investment strategies focused on strategic asset allocation and global diversification. We help clients grow and protect assets through risk assessment, concentrated portfolio management, and tax-efficient solutions. Our fiduciary approach ensures every recommendation aligns with your long-term financial goals and values.
Financial Planning
Comprehensive financial planning addresses estate preservation, retirement strategies, and tax optimization for investors with $5 million or more. We develop personalized roadmaps covering generational wealth transfer, philanthropic planning, and college funding while ensuring alignment with your life goals and risk tolerance.
Family Office Services
Multi-generational family office solutions include cash flow management, family governance guidance, and wealth education. We coordinate with external advisors to implement tax-efficient strategies for gift planning, philanthropy, and intergenerational wealth transfer while maintaining family financial harmony.
Wealth Administration
Our wealth administration services integrate legal, tax, and insurance expertise to simplify complex financial matters. We provide holistic solutions for estate planning, real estate advisory, and tax counseling while collaborating with your existing professional advisors to ensure comprehensive wealth management.
Investment Consulting
Expert investment consulting delivers tailored portfolio strategies based on your unique goals and risk profile. We offer customized global asset allocation balancing equities, bonds, and alternatives while providing ongoing market analysis and performance reviews to optimize returns and manage volatility.
Questions
What services does First Long Island Investors offer?
We provide wealth management, financial planning, family office services, and investment consulting for high-net-worth individuals and families.
Are you fiduciaries?
Yes, we are legally and ethically committed to acting in your best interest as fiduciaries in all our recommendations.
Do you work with clients outside New York?
We advise clients nationwide, serving high-net-worth individuals and families across the United States.
How do you handle investment management?
Our Investment Committee reviews strategies quarterly, using strategic asset allocation and global diversification to optimize returns while managing risk.
What is your minimum account size?
We specialize in serving investors with $5 million or more in investable assets.
Is emergency support available?
Yes, our wealth management emergency hotline provides support outside normal business hours for urgent client needs.
