Strategic Financial Planning Services

We assess your current financial state and develop a holistic, strategic financial plan by leveraging Geller Advisors’ comprehensive, multi-disciplinary platform and expertise to provide solutions to meet your short- and long-term financial objectives. Services Offering Financial Assessment Assess your current financial status using sophisticated modeling tools Analyze a wide-range of data points, including assets, liabilities,[…]

Philanthropic Services

Plan your giving strategies to maximize impact and establish your legacy. Support your charitable activities with an experienced team that can assist with individual gifts or operate a foundation. Service Offerings Develop and Implement Giving Strategies Assist with philanthropic and gifting strategies for Foundations and Donor Advised Funds Develop a giving structure to achieve philanthropic[…]

Aviation Services

Private aviation provides flexibility and convenience, and can suit unique needs such as transporting materials, additional security, or having in-air office space. Proper management ensures a comprehensive and customized aviation strategy.   Services Offering Financial Oversight and Reporting Provide accounting, tax, budgeting and financial reporting services Analyze your aircraft usage and expenses to identify potential[…]

Real Estate Services

We understand and appreciate that properties are a visible reflection of the values and personal tastes of an owner, and work with our clients to ensure their vision for a property or project is fulfilled. Real estate is a capital intensive asset class that must be maintained and managed properly to maximize enjoyment and value[…]

Strategic Financial Planning

By taking the time to understand the intricacies of our clients’ financial profile, we can help streamline countless tasks and mitigate potential risks associated with managing personal and corporate finances while helping plan for the future. Our integrated approach seeks to align investment, tax, philanthropic and wealth transfer needs and allows us to plan and[…]

Tax Services

We work directly with our clients to develop comprehensive wealth preservation and income tax strategies, designed to minimize tax liabilities and ensure compliance with changing global, federal and state/local tax policy. Geller Advisors Insights “The Geller Advisors tax and financial planning teams discuss how low interest rates create opportunities to efficiently transfer wealth.”… Read More[…]

CFO Services

We respond to and anticipate your financial needs, leveraging our high-touch delivery model and short and long-term budgeting and financial forecasting capabilities. Services Offering Assessment and Strategy Collaboratively assess and develop the optimal oversight and management needs of financial transactions Establish customized reporting requirements for family members and/or entities Analyze insurance policies to assess sufficiency[…]

Investment Management

Our goal is to set and execute your investment strategies, including protecting and growing your wealth through customized portfolio solutions and access to proprietary investment vehicles, traditional and alternative investment opportunities. Investment services are provided by Geller Advisors, a Registered Investment Adviser with the SEC. Geller Advisors Insights “As volatility continues, we discuss the potential[…]