With growing wealth comes increased complexity in many forms. Whether you recognize the need for more sophisticated guidance as your needs grow beyond the high-net-worth or are seeking guidance to address a high impact area of your life, we provide actionable advice and tailored solutions to address your unique needs.
The goal of these services is the development of a bespoke, tax-efficient plan to designed achieve your desired result, inclusive of investment, tax, philanthropic, and wealth transfer strategies.
Comprehensive Wealth Diagnostic
A holistic evaluation of your financial health to identify and fill potential gaps in your wealth structure or estate plan.
This analysis concludes with a presentation of recommendations, review of options to address each gap to ensure alignment with your financial objectives, and a blueprint for implementing recommended strategies.
Customized Wealth Advisory
- Family Office Advisory and Solutions
- Pre- and Post-Transaction Planning
- Strategic Financial Planning
- Aviation Analysis
- Technical Tax Analysis and Strategy
- Philanthropic Advisory
An Undiagnosed Need Exists Somewhere in Your Wealth
100% of our wealth diagnostics have resulted in recommendations for substantial improvement to an existing financial structure or estate plan.
REQUEST INFORMATION ABOUT A COMPREHENSIVE WEALTH DIAGNOSTIC.
Our Head of Wealth Strategy
Allen serves as the Head of Wealth Strategy at Geller. He has more than a decade of experience providing strategic planning advice on matters related to income taxes, wealth transfer techniques, executive compensation, pre-transaction planning, philanthropic and non-profit organizations, family office considerations, estate disposition, trust administration, and investment management. Allen is also responsible for utilizing financial forecasting tools to demonstrate the impact of various planning concepts and strategies, including portfolio construction, retirement timing, asset concentrations, business transactions, charitable giving, choice of domicile, and estate tax minimization.