Geller Advisors LLC

Geller's Head of CFO Services Mona Manahi, CPA discusses the role a personal CFO should play and outlines circumstances that may indicate you need one.

We sat down with Geller Tax Director Laura Williams for a conversation about the basic tenets of estate planning that every individual of significant wealth should be familiar with. Read about T&E essentials and some key considerations to think about. 

We sat down with Geller Tax Director Laura Williams for a conversation about the basic tenets of estate planning that every individual of significant wealth should be familiar with. Read about T&E essentials and some key considerations to think about. #trustandestates #taxplanning #wealthadvisors

Geller Director, Senior Client Relationship Manager Meghan Grainer, CFP® helps readers understand what and where their assets are in part one of this Fundamentals of Wealth Strategy series. #investments #investmentmanagement #wealthmanagement #wealthadvisors #familyoffice

Geller’s Head of Tax Services, Mark Rubin and Tax Director, Laura Williams, discuss how philanthropic families can maximize their charitable contributions through this practical—and often overlooked—estate planning strategy.  

Geller Director and Senior Client Relationship Manager Meghan Grainer, CFP® and Tax Director Laura Williams highlight what the rest of the year may bring and seven key themes to be aware of. #wealthmanagement #investing #taxandestate

The recent market sell-off has been driven by a complex interplay of factors, each contributing to heightened volatility and investor anxiety. Geller Advisors’ Chief Investment Officer Robert Wedeking, Head of Investment Research and Strategy Jonathan Barbato, CAIA, and Senior Investment Analyst Nicholas Hall-Risko explore what we believe are the key reasons behind the downturn and the broader economic pressures at play. 

Amid the enchantment of wedding season, it’s important for UHNWIs to be well versed in all the essential legal and financial elements that a marriage involves. Geller sat down with Jenifer Foley of Alter Wolff Foley & Stutman LLP, as she shared her expert opinion about the things UHNWIs should consider. #wealthmanagement #prenups #uhnwdivorce

Surprisingly, in many philanthropic UHNW families, giving strategy doesn’t map to the family’s values. Listen to this quick, practical conversation between two Geller subject matter experts, Managing Director Paul Cummings and Strategic Initiatives Manager Lauren Rutkin, as they discuss how you can align your strategy with your values and the impact you wish to make. #intentionalgiving, #wealthadvisors, #philanthropy

For UHNWIs aiming to successfully protect their family trusts from divorces, Christen Douglas of McDermott Will & Emery emphasizes a framework she coined called, “The Three Pillars of Trust Protection.” We had the chance to sit down with Douglas, as she outlines the trio of important aspects she encourages UHNW individuals to focus on before they set their wedding date. Read the article and watch the video now. #wealthadvisors #uhnwdivorce #divorceattorney #trustandestates