Geller

Our Firm

Established in 1984, Geller has dedicated itself to providing sophisticated wealth management solutions for discerning individuals and families of significant wealth. We began our journey by offering financial and strategic advisory services, evolving over the years to encompass a comprehensive suite of offerings designed to address the unique needs of our clientele. This evolution led to the formation of Geller Advisors LLC, a registered investment advisor (RIA), in 2005, further solidifying our commitment to providing best-in-class wealth management expertise. Our client-centric approach centers around a deep understanding of their values, goals, and aspirations. We act as trusted advocates, partnering with families to develop customized, goals-based strategies tailored to their individual circumstances.

Unlike traditional wealth advisors, Geller leverages its heritage as a strategic advisory firm to offer a multidisciplinary perspective. Our team of seasoned professionals brings a wealth of experience in various fields to the table, including investment management, financial planning, tax advisory, cyber security, and family office services. This holistic approach allows us to provide comprehensive solutions that encompass every aspect of our clients' financial lives. We understand that the complexities of wealth management are constantly evolving, and we remain dedicated to staying ahead of the curve. We continuously invest in research, technology, and talent to ensure that our clients receive cutting-edge advice and access to the most innovative investment opportunities.

Comprehensive, Private Wealth Management

Geller offers a comprehensive suite of private wealth management services, designed to meet the unique needs of individuals and families of significant wealth. Our services are tailored to each client's specific circumstances and can be delivered as a bespoke, full-service offering or a la carte to meet evolving needs.

• Investment Management: Geller navigates the intricate world of investments, providing access to a wide range of investment strategies and asset classes, including traditional and alternative investments, through both proprietary and third-party funds. Our team of experienced investment professionals crafts customized portfolios designed to meet the client's risk tolerance, financial goals, and time horizon. We strive to generate superior returns while preserving capital and ensuring a long-term, sustainable investment approach.
• Strategic Financial and Wealth Planning: Beyond investments, Geller helps clients build a comprehensive financial roadmap that encompasses all aspects of their wealth. Our team works closely with clients to assess their current financial situation, understand their goals, and develop a strategic plan for achieving them. We address a broad spectrum of financial needs, including estate planning, tax optimization, insurance, philanthropy, and succession planning.
• Tax Advisory and Compliance: Navigating the complex world of tax regulations can be challenging, especially for high-net-worth individuals and families. Geller's team of tax advisors provides expert guidance on a wide range of tax matters, including wealth transfer, income tax planning, and entity structuring. We ensure compliance with all applicable tax laws while striving to minimize the tax burden on our clients' wealth.
• Personal CFO Services: Geller offers personalized financial oversight services, acting as an extension of the client's personal finance team. This includes managing cash flow, budgeting, expense tracking, and financial reporting, empowering clients to make informed financial decisions with clarity and confidence.

• Cyber Advisory and Support: In today's increasingly digital world, cybersecurity is paramount, particularly for high-net-worth individuals and families. Geller's team of cybersecurity experts provides comprehensive guidance and support, including threat assessments, vulnerability management, data protection strategies, and incident response planning. We help clients build robust cybersecurity defenses to safeguard their sensitive information and mitigate potential risks.

Family Office Advisory and Solutions

For ultra-high-net-worth families, Geller offers tailored family office solutions designed to streamline wealth management, enhance operational efficiency, and preserve legacy for future generations. We provide comprehensive family office advisory services, encompassing:

• Governance and Administration: We assist families in establishing clear governance structures, defining roles and responsibilities, and developing internal policies and procedures to ensure smooth operations and efficient decision-making.
• Investment Management and Oversight: We provide expert investment management, portfolio construction, and risk management services, aligning investments with family goals and values while actively monitoring performance.
• Estate Planning and Philanthropy: We work with families to develop comprehensive estate plans, address wealth transfer issues, and incorporate philanthropic goals into their overall strategy.

• Next-Gen Support and Engagement: We support the next generation of wealth holders through educational programs, financial literacy initiatives, and succession planning guidance, empowering them to assume responsibility for their families' legacy.

Our People

Geller's foundation rests upon our team of highly skilled and experienced professionals. They possess deep expertise in various disciplines, including finance, law, tax, investment management, and family office services. We foster a culture of collaboration, innovation, and client-centricity, where professionals are empowered to think strategically, challenge conventional wisdom, and deliver exceptional service. Our team is dedicated to building lasting relationships with our clients, becoming trusted advisors and thought partners on their wealth management journey.

Our mission is to enrich, safeguard, and simplify the complex financial lives of individuals and families of significant wealth. To achieve this, we are guided by our core values:

• Steadfast Advocacy: We act as unwavering advocates for our clients, putting their interests first and always working to achieve the best possible outcomes for them.
• Accountability: We hold ourselves to the highest ethical and professional standards, taking full responsibility for our actions and striving for excellence in everything we do.
• Entrepreneurial Spirit: We embrace innovation and actively seek out opportunities to create value for our clients by developing creative solutions and leveraging cutting-edge technologies.
• Agility: We are adaptable and responsive to the ever-changing needs of our clients and the dynamic financial landscape.
• Curiosity: We are driven by a thirst for knowledge and a desire to stay ahead of the curve. We continuously seek to expand our expertise and understanding of the latest trends and developments in wealth management.
• Impact: We are committed to making a positive difference in the world by supporting our clients' philanthropic endeavors and contributing to our communities.