ABOUT GELLER & LEHMANN
Geller & Lehmann (est. 2003) is a multi-family office that provides comprehensive financial planning services for individuals and families, and investment management to individuals, trusts, estates, and small and/or family businesses. Geller & Lehmann provides consultation and advice in the areas of:
- Establishing financial goals and objectives
- Cash flow management
- Investment management
- Tax planning and preparation
- Insurance evaluation and planning
- Retirement planning and estate planning
- Asset protection
- Education planning
Geller & Lehmann is a fee‐only, independent third-party financial planning and multi-family office firm. Geller & Lehmann does not receive commissions based upon our clients’ purchase of any financial product, nor charge fees based upon assets under management.
Geller & Lehmann provides a “big-picture” perspective on our clients’ financial health. All aspects of our clients’ finances and planning are reviewed, and managed. Geller & Lehmann aggregates the necessary professionals (insurance, legal, investment etc.) to develop an overall short- and long-term strategy for the client and their family. Geller & Lehmann puts a strong emphasis on maintaining the implementation of the strategy and making any adjustments needed along the way.
Geller & Lehmann advisory services are tailored to fit your needs. From an investment management perspective, your goals and objectives are combined with our risk/suitability checklist to determine the appropriate model portfolio for you. You may impose restrictions on investing in certain types of securities. For example, you may desire the use of only socially responsible funds in your account. These restrictions are noted in an asset management agreement that you will be asked to sign when you begin working with us. As your financial planner, Geller & Lehmann will ensure that all engagements are tailored to the individual’s goals and objectives.