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Introducing a Simple Solution for Individuals and Families with Complex Financial Affairs:  

Geller Family Office Services LLC

What good is good fortune if it winds up needlessly complicating your life?

That's why Geller Family Office Services LLC, a subsidiary of Geller & Company, offers a comprehensive suite of finance, accounting, tax and family office services to high-net worth individuals all under one roof.  It's almost like having your own personal CFO.

What's more, because we're beholden to you and you alone, you can be confident that in trusting us to manage your financial affairs we will put your interests first, with no conflicting relationships to call any advice we give you into question.

As part of our service, we'll assign one of our professionals to meet with you regularly to help you develop and execute a comprehensive wealth management plan that includes both where to allocate your assets and how to protect yourself against risks and liabilities.

Our tax experts are especially knowledgeable about changes in regulations that have the potential to benefit individuals and families with substantial assets and incomes.  We'll help you plan your affairs to minimize your taxes, handle all the details of return preparation and ensure you're prepared should you be audited.

A particular concern of any high net worth individual or family is estate and trust planning. So you'll appreciate that we're expert in devising wealth transfer strategies and designing trust distribution systems.

Best of all, our services are not limited to advice.  As your family office manager we'll pitch in to pay your bills, collect your receivables, make sure your insurance is kept up to date, supervise your banking and credit relationships, even help you with home and mortgage closings.  And we'll keep you on top of how well you're doing with periodic financial statements detailing your cash flow, investment performance and general ledger analysis.

For an itemized service description, please see the column to the right.  For additional information or a complimentary situation assessment, contact us today.