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.
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.