-
Crain Currency Feature: Geller’s Oliveira Talks about the Biggest Challenges in Wealth Management Today
Geller’s Martim De Arantes Oliveira offers his insights to Crain Currency about the top challenges in wealth management today.
-
Spear’s Feature: Holidays Leave UHNWs Vulnerable to Financial Crime and Fraud, Advisors Say
When families and individuals of significant wealth let their guards down on vacation, they might be exposing themselves to a ‘perfect storm’ of financial crime and fraud risks.
-
NAVIGATING ULTRA-HIGH-NET-WORTH DIVORCE: HONORING THE Emotional COMPONENT (PART III)
Geller Advisors’ Managing Directors Martim de Arantes Oliveira and Will Amerine discuss honoring the emotional component when working with clients as they go through a divorce.
-
Navigating Ultra-High-Net-Worth Divorce: Strategizing for Success THROUGH FINANCIAL PLANNING (PArt II)
Geller Advisors’ Managing Directors Martim de Arantes Oliveira and Will Amerine discuss incorporating the right strategy and financial planning methods during the divorce process.
-
Barron’s PENTA Feature: Preventing the Rising Threat of Financial Fraud Among Families of Wealth
Being armed with the right information is the first step toward protecting yourself from financial fraud. Geller’s Mona Manahi and Scott Bush provided insight to Barron’s PENTA.
-
News Release: Geller Opens South Florida Office
Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding.
-
COPING WITH LOSS
Financial Checklist and Other Considerations After the Passing of a Loved One.
-
Diversifying Bank Exposure: Exploring Alternative Cash Options Amid Shifting Market Conditions
In light of recent events in the banking sector and overall market conditions, our team has compiled an overview of alternative options to holding cash.
-
Navigating Ultra-High-Net-Worth Divorce: Assembling Your Support Team (Part I)
Geller Advisors’ Managing Directors Martim de Arantes Oliveira and Will Amerine discuss the team that needs to be assembled in order to support somebody going through a divorce.
-
6 Recent Trends in Sustainable Charitable Gifting
Geller’s Tax Advisory team explores who could most benefit from charitable gifting of a remainder interest in a personal residence, and why this may be an excellent vehicle to accomplish testamentary intentions while enjoying a substantial current income tax deduction.
-
Geller announced as winner of 2022 Wealth Management Industry Award for Client Initiative
myGellerCFO, a wealth management app, is a personalized digital ecosystem that provides clients with secure and streamlined access to their financial information, delivering a customized, digital client experience.
-
LOWERING THE RISK OF FINANCIAL FRAUD FOR FAMILIES OF WEALTH
Evolving threats in the area of financial fraud call for a comprehensive defense plan. Geller details how implementing effective controls can lower your risk.
-
Are you taking the right precautions against cyber threats?
It may come as no surprise that the risk for cybercrimes continues to grow. Nonetheless, a number of contributing factors in today’s environment—from increased remote work to organizations maturing their security infrastructure—has further amplified the risk for individuals and family offices.
-
The Big Picture: Astute Art Management Is an Important Component in Maintaining the Value of Passion Assets
In November 1987, barely three weeks after what remains the single steepest crash in the history of Wall Street, Vincent van Gogh’s iconic painting Irises went under the hammer on Manhattan’s Upper East Side. Amid frenzied bidding mere miles from where the previous month’s ‘Black Monday’ mayhem unfolded on the New York Stock Exchange, the…
