A multidisciplinary team to manage your complex financial life.

Family Office Advisory and Solutions

Due to the flexibility of Geller’s structure and our robust expertise, our firm is often consulted to evaluate family office operations—whether in the initial stages of development or as part of a reevaluation.

Our team of specialists can conduct a review of an existing family office structure to evaluate its effectiveness, provide supplemental solutions to meet growing needs, or operate as a full-service family office. Whatever your objective, our focus is to help you obtain the most effective services in the most efficient manner, avoid operational risk, and develop a structure that will maximize returns and expand wealth across generations.


Advice to Help with Family Office Infrastructure and Planning

  • Consultation for designing and building your family office
  • Custom wealth management advisory or family office gap analysis


Supplemental Services to Augment Your Family Office

  • Supplemental family office solutions, including Wealth Management, Tax Compliance and Advisory, Personal CFO, and Cyber Advisory
  • Family Governance, Succession Planning, and NextGen Financial Education


Outsource Your Family Office to Geller

  • Engage Geller to serve as your full-service family office, providing comprehensive wealth management services and additional solutions to support your lifestyle goals

Considering Starting a Family Office?

Operating Businesses and Foundations

Our expertise spans the areas of family office services and business advisory. The following are just a few of the ways in which Geller can support your affiliated operating businesses and foundations: