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, income and cash flow
• Test assumptions and update wealth goals and objectives based on evolving family needs

Financial Strategy

• Develop comprehensive wealth strategies that align with your investment, tax, philanthropic and wealth transfer goals
• Create multi-generational wealth transfer plans that take into account continuity of lifestyle and wealth goals for heirs
• Provide support in communicating your wealth strategy to family members and create a comprehensive narrative that can be clearly understood

Ongoing Execution

• Execute financial plans based on agreed upon strategies, including creating customized structures for effective wealth transfer
• Implement requisite governance frameworks
• Monitor activities and liquidity levels to ensure proper compliance and the intent of wealth transfer strategies are achieved
• Coordinate with other internal service teams in your best interest to ensure objectives are aligned and risks or dependencies are proactively identified