Tag: Wealth Management
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 […]
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.
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.