Providing an Exceptional Client Experience, Together
Our firm often works with other professionals who support individuals and families of significant wealth. These collaborations include working together to support a particular client need, or Geller taking responsibility for certain aspects of a client relationship.
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 to access multidisciplinary wealth management expertise and strategic financial advisory through a highly responsive model that prioritizes their privacy and security. Our clients are able to realize peace of mind through the customized service experience of a privately-held firm, delivered through institutional-grade capabilities.
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
Geller was established in 1984 to provide essential accounting and financial services. Over the years, the services we provide have expanded as we’ve evolved our capabilities to support our clients’ growing needs, including forming Geller Advisors LLC, a registered investment adviser (RIA), in 2005.
Our professionals have years of established experience working with leading corporations and some of the world’s wealthiest individuals and families, and take pride in applying their expertise to serve as our clients trusted advocates and thought partners.
We are privately held.
Our comprehensive service offering and technology infrastructure showcases how we have continued to invest in building our robust in-house capabilities to support our clients growing needs.
Client Service Model
Our team-based model provides clients with highly-responsive service, coordination with our firm’s business leaders, and streamlined access to multidisciplinary expertise to help anticipate needs and develop proactive solutions to achieve their goals.
We employ in-house cybersecurity experts to help safeguard our clients’ privacy.