Our Story
Geller was established in 1984 with a focus on providing financial and strategic advisory services. It has been the home of multiple businesses providing a comprehensive array of services throughout its 40-year history, including outsourced CFO and accounting, tax advisory, fund administration, and investment management—each serving a distinguished client base of private companies, ultra-high-net-worth individuals, single family offices, foundations, and private equity.
Today, Geller continues to advance its infrastructure and in-house capabilities to support its clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors. Entrepreneurs, not-for-profit organizations, general partners, and other institutions partner with Geller when they require comprehensive and bespoke CFO, financial and operational management, and value-adding services.
Our professionals’ primary objective to come together as advocates for our clients is instilled within Geller’s guiding principles and reflected within our corporate branding. We draw from years of established experience and multidisciplinary expertise to support and guide our clients and ensure they meet their goals.
OUR VISION
To deliver world-class financial solutions that provide our clients with the freedom to redefine industries and transform communities.