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Geller Family Office Services LLC

Ready to Look at Your Finances in A New Way?

Your life may be complex, but your finances can be organized and simplified.

For the high net worth individuals and families who turn to Geller Family Office Services LLC, whether they are successful entrepreneurs or well-established individuals managing the financial ramifications of life events, one thing remains constant: They are busy people who need timely access to accurate information and unbiased advice to help them achieve their goals.

If you are seeking a team with the financial expertise, objectivity and administrative skills to relieve you of the some of myriad tasks associated with managing your wealth, Geller Family Office Services is the right firm. Your financial reports delivered in a simple, easy to understand format, organized around your personal goals, can make your time more productive.

As your advisor, we will listen, help you define a strategic plan, objectively implement it, and then measure results as they relate to your goals. As part of this process, much like a personal CFO, we can coordinate the activities of your other professional advisors so that their counsel is aligned with your strategies and life goals.

Are you ready to simplify and enhance your life?

We Offer Carefully Researched, Unaffiliated
Investment Managers

We are able to source managers through referrals, databases, investment conferences, leading industry consultants, and our network of existing relationships.  As a compliment to a client’s core, tax-efficient portfolio we have partnered with industry-leading, third party consultants in order to provide access to those managers that have demonstrated performance consistent with our clients’ needs.  We offer our clients reduced minimums and fees to managers with proven track records in niche or opportunistic strategies.  These managers cover the spectrum from focused, small-cap value to international all-cap portfolios.  Additionally, Geller Family Office Services LLC employs tactical/opportunistic investments that offer attractive reward-to-risk characteristics beyond the scope of strategic asset allocations.    

Alternative Investments  

When investing in hedge funds one must consider not only the risks, but after-tax returns that are generated through often high-turnover strategies. Given the complexity of not only a manager’s investment, but also operational and business risks, we believe a diversified hedge fund of funds, can make an attractive compliment to a client’s tax-managed portfolio.  We can also help you build a customized, risk-based portfolio around existing positions.       

Geller Family Office Services is the Choice of Wealthy Individuals and Families Seeking:

• An advisor that understands your goals and can creatively solve problems.
• Timely, consolidated analyses organized to support financial decisions.
• Objective, professional advice about what will best fit into optimized asset allocations and estate plans.
• Coordination of the activities of all other advisors. This role of communications coordinator is critical since the best legal or financial advice may be useless if it is received in a vacuum, or misaligned with your goals or financial strategy.
• An answer to the question, “How am I really doing?”

For additional information or a complimentary situation assessment, contact us today.