Geller Advisors delivers multidisciplinary family office services to individuals and families of significant wealth. We provide clients with the peace of mind and clarity required to make key financial decisions, so they can focus more time on what matters most to them. Geller Advisors’ integrated services include Investment & Wealth Management, Tax Advisory & Compliance, Personal CFO, Cyber Advisory & Support, Family Office Advisory & Solutions, Fiduciary Services, Philanthropic Advisory & Management, and Real Estate Management & Advisory Services.
myGellerCFO is a personalized digital ecosystem that provides clients with secure and streamlined access to their financial information.
- Personal wealth information, via eMoney integration, such as portfolio summaries, performance tracking, and the ability to view in and out of estate assets through a net worth summary (inclusive of businesses, real estate, insurance, etc.)
- Investment asset allocation and performance through integration with Addepar
- Streamlined document access for account management and secure information exchange through integration with Box.com
- Optional functionality to connect directly to held-away assets through Plaid/Yodlee
- Bulletin Board for updates on the latest trends and opportunities from our subject matter experts
- Client/Advisor shared workflow section to manage projects and tasks
- Client/Advisor email notifications
- Sophisticated security protections, including Box Shield and 2-factor authentication