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Geller and Company serves two distinct types of clients; individuals and families who are private wealth owners, and business owners and senior management who are responsible for the financial affairs of a company. For wealth owners, we provide integrated wealth management services that help turn your financial success into enduring personal wealth. We focus on a wide range of needs that wealth owners have in the areas of investments, tax, philanthropy, estate planning and cash management. For business owners and senior management, we are an outsourced partner for all financial strategies, planning, accounting and reporting functions of the organization. We help increase shareholder value and manage the complexity of running the financial operations that support large companies.
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