Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding
Geller & Company, together with its affiliates (“Geller” or “the firm”), today announced the opening of a new client service office in Jupiter, FL. With an increasing number of its clients having established full- or part-time residency in the state, the new location creates a valuable opportunity for Geller professionals to engage with clients in closer proximity to where they are and on the personal level that has long defined the firm’s service.
Geller’s South Florida office is located on the Jupiter Riverwalk at 150 S US Highway 1 in Jupiter, FL. Scott Bush, Chief Client Officer of Geller Advisors LLC (“Geller Advisors”), will make the Jupiter office his primary location.
“Based on our origins as a firm providing comprehensive services to clients who are highly discerning leaders in their respective fields, it is our belief that we have built some of the most sophisticated investment, tax, estate planning, CFO, and financial management capabilities available in the financial services marketplace,” said Bush. “The greatest value we deliver is at the nexus of these disciplines, helping our clients to generate long-term and sustainable wealth.”
The firm recognizes South Florida as a key market in which to expand existing and build new client relationships. A number of Geller’s clients are first generation wealth creators who require advanced financial and wealth management expertise in order to protect and preserve what they have built. Together with its affiliates, Geller Advisors has established capabilities to help these individuals and families navigate complex challenges, including analyzing and structuring generational wealth transfers, the sale of a business, career transitions ‒ and related cash flow and investment planning, going through a separation or divorce, or contemplating the need for a virtual family office. It is the firm’s goal to help its clients make the best decisions in connection with important life events in a proactive and personalized manner.
Geller Advisors also offers access to alternative investment strategies through both proprietary and third-party funds. For more information about Geller Advisors and related regulatory disclosures, visit gellerco.com.
Bush continued, “We are excited about expanding our presence in South Florida in order to further deepen our ability to serve clients in the region.”
Geller now has office locations in New York, NY (its headquarters), Jupiter, FL, and Los Angeles, CA (opened in 2020).
New Geller Branding
Geller & Company also announced today that it has refreshed its corporate branding to symbolize its commitment to managing every aspect of its clients’ complex financial lives through multidisciplinary services and expertise. The new logo—visible at gellerco.com—represents Geller & Company and its affiliates, including Geller Advisors. Geller & Company and its affiliates will offer their services under the brand name, Geller.
Geller & Company was established in 1984. In 2005, Geller expanded its services and capabilities, forming Geller Advisors LLC, a registered investment adviser. As of December 31, 2022, Geller Advisors had $5B in assets under management and $3B in assets under advisement.
Additional information about Geller Advisors is available on the SEC website at www.adviserinfo.sec.gov. (Registration as an investment adviser does not imply any skill or training.)
Today, individuals and families of significant wealth—and their affiliated operating businesses and foundations—engage with Geller to access investment management, financial and estate planning, tax compliance and advisory, CFO services, personal accounting and financial management, cyber advisory and support, and family office advisory and solutions. Geller believes its clients are able to realize peace of mind through the nimble, personalized service experience of a privately-held firm, delivered through comprehensive institutional capabilities. For more information, please visit www.gellerco.com.