Geller Family Office Services, established in 1984 in New York, operates as a boutique multi-family office specializing in tax-focused wealth management for ultra-high-net-worth families. The firm manages approximately $4 billion in assets while offering integrated financial services.
Geller Family Office Services distinguishes itself through deep expertise in tax planning and compliance, combining sophisticated investment strategies with comprehensive accounting services. The multi-family office provides personalized solutions including investment management, estate planning, philanthropic advisory, and bill payment services. The firm’s background in accounting and tax services shapes a unique approach to preserving and growing family wealth across generations.