Tag: News
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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.
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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.
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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.