The Geller Advantage: Established Financial Services
We are an independent firm that provides strategic financial, wealth management, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating businesses and foundations.
Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors.
Comprehensive Financial and Wealth Advisory Services to Support Your Unique Needs
We specialize in delivering centralized and sophisticated family office services through a bespoke model focused on what matters most to you.
Strategic Financial Guidance in the Moments That Matter
We believe that our professionals’ experience, agility, and expert coordination better positions our clients to manage the risks and capture the opportunities presented by life’s changes—from liquidity events to wealth transfers.1
Investment Opportunities
Access alternative investment strategies—through both proprietary and third party funds—to diversify your portfolio. Our investment specialists have an in-depth understanding of the risks and complexities of this asset class, and the ability to identify potential investment opportunities.1