Family Office Archives - Geller

Nothing Succeeds Like Succession Planning: 7 Perilous Pitfalls and Golden Nuggets for Family-owned Businesses to Know when Passing the Torch

Allen Injijian — Fri, 13 Sep 2024 15:55:21 +0000

At this summer’s Olympics, the U.S. men’s 4×100 meters relay team’s attempts to win gold once again ended in ignominy when they suffered early elimination after botching the very first baton pass. A one-off debacle? Hardly. It was, astonishingly, the eleventh time since 1995 that a quartet of elite American sprinters were either disqualified or […]

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Financial Literacy and Wealth Education for the Children in the Rising Generation

Allen Injijian — Wed, 29 May 2024 14:33:52 +0000

Bringing children into the financial fold is, or should be, a natural part of raising children—but that doesn’t mean that it’s always intuitive. While there are a number of ways to approach financial education for your children, we recommend having open, honest, and matter-of-fact conversations introducing money as something to be thoughtfully managed and as […]

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Understanding the Different Types of Family Office Structures & Deciding Which One is Right for You

Allen Injijian — Wed, 27 Mar 2024 15:53:13 +0000

What factors drive wealthy families and entrepreneurs to establish family offices? Is it simply viewed as a status symbol, social expectation, or a cultural rite of passage? For some, definitely. But for the majority, the family office is a necessity grown from important life events. If you are experiencing any of the following situations, a […]

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What Even is a “Family Office”—and Do I Need One?

Allen Injijian — Mon, 06 Nov 2023 18:04:33 +0000

In This Article: Most familial wealth is short-lived—can your family buck the trend? According to NASDAQ, “70% of wealthy families will lose their wealth by the second generation; 90% will lose it by the third.” The Family Firm Institute agreed with this conclusion, stating that only 30% of wealth filters into the second generation. By […]

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Crain Currency Feature: Geller’s Oliveira Talks about the Biggest Challenges in Wealth Management Today

Martim de Arantes Oliveira — Thu, 21 Sep 2023 20:02:09 +0000

Geller’s Martim De Arantes Oliveira offers his insights to Crain Currency about the top challenges in wealth management today.

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News Release: Geller Opens South Florida Office

Tracey Stoecklin — Tue, 20 Jun 2023 14:52:39 +0000

Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding.

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Lowering the Risk of Financial Fraud for Families of Wealth

Mona Manahi — Tue, 18 Apr 2023 17:03:32 +0000

Evolving threats in the area of financial fraud call for a comprehensive defense plan. Geller details how implementing effective controls can lower your risk.

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