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Diversifying Bank Exposure: Exploring Alternative Cash Options Amid Shifting Market Conditions
Our team has compiled an overview of alternative options to holding cash in light of recent events in the banking sector and overall market conditions.1 Options that a depositor may want to consider for diversifying bank exposure include: FDIC and SIPC Insurance Programs For Banks and Brokerages Federal Deposit Insurance Corporation (FDIC) Banks maintain FDIC […]
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Navigating Ultra-High-Net-Worth Divorce Part I: Assembling Your Support Team
Will: Welcome to our mini-series podcast on ultra-high-net-worth divorces. My name is Will Amerine, and I’m here today with my colleague, Martim Oliveira. Martim: Hi. Will: We’re going to break this topic down into three separate components. We’ll first discuss the team that needs to be assembled.
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6 Recent Trends in Sustainable Charitable Gifting
While one of the motivations for charitable gifting can be tax savings, oftentimes the most meaningful benefit arises when donors realize how their charitable giving benefits sectors of society where their contributions have meaningful and sustainable impact.
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Geller announced as winner of 2022 Wealth Management Industry Award for Client Initiative
On September 8, 2022, Geller was announced as the winner of the 2022 WealthManagement.com Industry Award in the Client Initiative, Family Offices category. 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.
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LOWERING THE RISK OF FINANCIAL FRAUD FOR FAMILIES OF WEALTH
Glancing up from my desk on the 16th floor of Geller’s headquarters, my gaze is instinctively drawn to the eye-catching property located literally across the street. Midtown Manhattan’s iconic Lipstick Building hides an ugly secret. For it was there where, as The New York Times put it, “Wealth went to vanish”.
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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.
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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 masterpiece sold for a world record-shattering $53.9 million.
