Stanley serves as a Director and Tax Advisor at Geller Family Office Services, advising a wide range of unique high net worth clients. Stanley has over twenty years of experience in providing sophisticated tax planning services for high net worth clients in various areas of individual, fiduciary, not-for-profit, and wealth transfer taxation. Stanley develops strategies to efficiently manage tax obligations and build effective investment strategies for his extensive range of clients including families, senior executives of large companies, hedge fund managers, investment bankers, and multigenerational trust beneficiaries. He has worked extensively with estate and trust attorneys to develop comprehensive financial and estate plans and oversees the tax compliance process for his clients. Prior to joining Geller Family Office Services, Stanley worked at Bessemer Trust as a senior member of the Tax Department, and was a Group Leader of the their Gift Tax Practice and a senior member of the firm’s Core Service Team. Stanley’s experience also includes working with the wealth management and accounting teams at Merrill Lynch, Deloitte, and Prager & Fenton. Stanley received a BS in Accounting from City University of New York and a JD from New York Law School. He passed both the New Jersey and New York Bar Exams and is also a New York State licensed Certified Public Accountant.
Contact Stanley at firstname.lastname@example.org