Centralized Wealth Management Services
As your family office, it is our role to listen and understand your vision, values, and goals and work in tandem—across disciplines—to build an enduring wealth strategy customized to your family.
Our client service model is designed to afford you peace of mind and more time to pursue your passions. Dictated by your vision, your Lead Relationship Manager oversees the strategic direction of your family office team—inclusive of portfolio management, wealth planning, tax, and lifestyle management—all available under the Geller umbrella.
Take comfort in obtaining the exceptional support and counsel your family needs, all in one place.
Considering a Family Office?
Award-Winning Digital Client Platform1
myGellerCFO offers secure and streamlined access to your account information whenever, and wherever, you need it.
Features:
- Personal wealth information
- Secure file-sharing
- Project and task management collaboration with your Geller Team
- Strategic insights
- Accessibility from both desktop and mobile devices
myGellerCFO is directly integrated with our investment portfolio accounting and reporting system, as well as our interactive financial planning technology, to provide you with a modern and efficient client experience.
ALTERNATIVE INVESTMENT STRATEGIES
Access curated investment opportunities, including invitation only or limited access opportunities:
- Hedge Funds
- Private Equity
- Real Estate
- Venture Capital