Providing an Exceptional Client Experience, Together
Our firm regularly works with other professionals who support individuals and families of significant wealth. We respect the relationships that clients have built with other professionals and are pleased to be able to collaborate with those who share our commitment to providing exceptional client service.
How We Can Support You and Your Clients
Individuals and families of significant wealth engage with Geller when they require truly sophisticated wealth management solutions to navigate complex financial challenges.
Professional partners can work with us to create tailored solutions for their clients, pulling from our comprehensive offering of family office and strategic advisory services.
- Strategic wealth projection analysis
- High-level tax review and analysis
- Assessment of an existing family office structure, providing observations and recommendations for potential
- Ad hoc advisory and consulting
Family Office Services
- Investment Management
- Strategic Financial Planning
- Tax Services
- Personal CFO Services
- Cyber Services
- Entity Tax Planning
Our primary objective is to help clients reach their financial goals and make the best decisions in connection with important life events.
We seek to serve as trusted, proactive thought partners, drawing from years of experience to support and guide our clients, and ultimately enrich their lives.
We have extensive experience working with ultra-high-net-worth individuals and multigenerational families, and a deep bench of in-house subject matter experts who understand the nuanced needs of this extraordinary community.
We approach every client engagement with both a strategic and objective mindset. Each client is assigned a Lead Relationship Manager whose role is to listen, understand, and anticipate the client’s needs.
We help clients feel more confident in the structures in place to manage their wealth by creating more transparency, control, and seamless coordination of their services.
We continue to invest in recruiting top talent and advancing our robust capabilities. As we evolve, our primary focus will remain delivering personalized, exceptional service.