Personal CFO Archives - Geller

What is a Personal CFO and Why Do You Need One?

Mona Manahi — Wed, 25 Sep 2024 15:27:06 +0000

For many high-net-worth and ultra-high-net-worth (UHNW) individuals and families, managing the family enterprise that results from significant wealth can be as complex as running a business. Just as any successful business will have an experienced and competent chief financial officer (CFO), so, too, should successful families. A personal CFO is dedicated to working with a […]

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Selecting the Right Broker for Your Assets and Goals, and How Your Wealth Advisors Can Play a Part

Sylwia Koc-Marano — Fri, 15 Mar 2024 17:20:20 +0000

Insurance agent or insurance broker? What’s the difference and do we need both? And how does your wealth advisor or family office fit into this? If it feels complicated, you’re not alone. This article attempts to address some of these complexities as well as explain the symbiotic relationship between insurance brokers and wealth advisors that […]

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Spear’s Feature: Holidays Leave UHNWs Vulnerable to Financial Crime and Fraud, Advisors Say

Kelly Orosz — Thu, 31 Aug 2023 16:58:42 +0000

When families and individuals of significant wealth let their guards down on vacation, they might be exposing themselves to a ‘perfect storm’ of financial crime and fraud risks.

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Barron’s PENTA Feature: Preventing the Rising Threat of Financial Fraud Among Families of Wealth

Mona Manahi — Fri, 21 Jul 2023 17:15:36 +0000

Being armed with the right information is the first step toward protecting yourself from financial fraud. Geller’s Mona Manahi and Scott Bush provided insight to Barron’s PENTA.

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Diversifying Bank Exposure: Exploring Alternative Cash Options Amid Shifting Market Conditions

Tracey Stoecklin — Wed, 03 May 2023 18:23:51 +0000

In light of recent events in the banking sector and overall market conditions, our team has compiled an overview of alternative options to holding cash.

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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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The Big Picture: Astute Art Management Is an Important Component in Maintaining the Value of Passion Assets

Mona Manahi — Mon, 27 Feb 2023 03:06:00 +0000

In November 1987, barely three weeks after what remains the single steepest crash in the history of Wall Street, Vincent van Gogh’s iconic painting Irises went under the hammer on Manhattan’s Upper East Side. Amid frenzied bidding mere miles from where the previous month’s ‘Black Monday’ mayhem unfolded on the New York Stock Exchange, the masterpiece sold for a world record-shattering $53.9 million.

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