A conservative estimate suggests that approximately $20 trillion of wealth will transfer to successor generations over the next 35 years.by Timothy P. O'Hare
Geller & 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, Geller provides integrated wealth management services that help turn your financial success into enduring personal wealth. The firm focuses on the 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, Geller serves as 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.