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Portfolio Management

We structure, actualize, and monitor a well-diversified investment portfolio that suits your needs and objectives.

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Personal Finances

We bring order to your personal finances, so that you remain in control of your financial situation.

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Taxes

We provide advanced tax planning to help you conduct your financial affairs for maximum efficiency.

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Insurance

Determine the right level of insurance coverage by streamlining your insurance needs with Geller & Lehmann.

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We’re here for you

Your family has a vision for the future. We're here to help you reach it.

At Geller & Lehmann, your concerns become our concerns. We take the time to get to know your family, your priorities and your values. We don’t just work for you – we work with you, seeing your family through your eyes, building a trusted relationship that allows us to understand your needs and objectives.

Multi-generational family finance can be complex and confusing. You want the support and insight of a team of experienced financial experts who care about your family almost as much as you do. 

You need to know that your family’s finances are in safe hands,
no matter what happens to the financial markets.

As a multi-family office, we offer a variety of personalized services that are designed to meet your tax planning, estate planning, investment management, and general financial needs and objectives.  As financial experts, we consider every element of your family’s financial and administrative circumstances, to ensure that nothing is overlooked or runs in conflict with another area of your personal universe. As trusted advisors who care about your family’s present and future, we constantly look for ways to make things better for your family.

Earning your trust since 2003

We bring you many years of family financial management

About us

A caring multi-family office with years of experience.

We’re not just about the numbers. We’re about the relationship. That’s why we immerse ourselves in your family’s goals, hopes, and anxieties – because the best support rests on a trusted relationship.

We're here to help your family with:

  • Financial planning for retirement and education
  • Advanced estate planning for a seamless inheritance process
  • Devising and implementing a wise investment strategy
  • Personal budgeting and bookkeeping services
  • Planning and preparing for various tax events
  • Reviewing and overseeing insurance plans

Flexible Pricing

You choose your pricing structure

With Geller & Lehmann, you can choose to pay by the hour, on a quarterly basis, or for a fixed contract based on the projected time necessary for the project.

We advise families on wealth management and future planning

We deliver objective advice that is in your family’s best interest. We don’t earn commission from any other business.

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