Private Wealth Management, Redefined

A consultative approach to managing your entire financial life.

THE QUINTESSENTIAL FAMILY OFFICE1

You’re here because you require sophisticated wealth management solutions.

Since 1984, Geller has earned the trust of highly discerning leaders and families and built a reputation for designing innovative wealth preservation strategies. Welcome to the quintessential family office.1

Considering a Family Office?

COMPREHENSIVE, PRIVATE WEALTH MANAGEMENT

A centralized suite of services available as a bespoke, full-service offering or a la carte to meet you where you are and expand as your needs evolve.

Targeted Wealth Strategy Consulting
Investment and Wealth Management
Tax Advisory and Compliance
Personal CFO Services
Cyber Advisory and Support
Family Office Advisory and Solutions
Schedule an Introduction

YOUR LIFE IS DYNAMIC

And so are we. From liquidity events to wealth transfers, our multidisciplinary team helps you to unlock the opportunities presented by life’s changes and sustain wealth across generations.

Geller Planning Solutions

Investment Opportunities

Access alternative investment strategies through both proprietary and third-party funds to diversify your portfolio.1

Alternative Investments
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