Investment Management and Planning
Some of our services include strategic asset allocation and investment policy guidelines, as well as investment manager selection and monitoring. Learn More
Estate Preservation and Multigenerational Planning
We assist with wealth preservation and distribution strategies, as well as succession and philanthropic considerations. Learn More
Personal Financial Management and Reporting
We provide cash flow planning and projections, expense management and property management. Learn More
Tax Planning and Preparation
We prepare individual, corporate, foundation, partnership, fiduciary and gift tax returns. Learn More
Geller Family Office Services LLC is a privately-owned, wealth management and advisory boutique.
PERSONALIZED INTEGRATED WEALTH MANAGEMENT SOLUTIONS
The various aspects of your financial life are often multi-faceted, dynamic and inter-related. Our integrated approach allows us to consider all aspects of an issue, helping you achieve your investment, cash flow, wealth transfer, tax and retirement objectives. Moreover, we are committed to the highest level of service quality and excellence.
YOUR LIFE MAY BE COMPLEX, BUT YOUR FINANCES CAN BE ORGANIZED AND SIMPLIFIED
Whether you are a successful entrepreneur or a well-established individual managing the financial ramifications of your life events, you need timely access to accurate information and unbiased advice to help you achieve your goals.
ARE YOU READY TO ENHANCE AND SIMPLIFY YOUR LIFE?
By thoughtfully engaging you, we help you to determine and realize your goals and objectives. If you are seeking a team of dedicated professionals with depth and breadth of expertise, objectivity and meticulous attention to detail, Geller Family Office Services is the right firm for you. We will help guide you to optimal solutions and assist you with the myriad tasks associated with managing your wealth.