Geller & Company

Founded in 1984, Geller is a world class strategic financial and advisory firm serving high net worth individuals and families, corporations, non-profits & foundations. Headquartered in Manhattan, Geller & Company has almost 500 professionals to help shape and drive our clients’ financial strategies. Our team of CPAs, CFPs, CFAs and MBAs bring decades of experience across a broad spectrum of industries. We offer a comprehensive portfolio of services coupled with unparalleled cross-disciplinary expertise.

Geller Family Office Services LLC is a privately-owned, wealth management and advisory boutique serving affluent individuals and families. Our suite of services includes investment management and planning, estate preservation and multigenerational planning, CFO services for the family enterprise and tax management.