Geller Family Office Services Shortlisted For Family Wealth Report Awards

NEW YORK, Jan. 26, 2015 /PRNewswire/ -- Geller & Company, a strategic financial advisory and wealth management firm, today announced that Geller Family Office Services, the firm's multi-family office and wealth advisory business, has been shortlisted as a finalist for two Family Wealth Report Awards: "Multi-Family Office (up to and including $5 billion AuM or AuA)" and "Innovative Client Solution." 

The Family Wealth Report Awards showcase "best-of-breed" practitioners in the fields of global private banking, wealth management and trusted advisor communities.  Winners will be announced at an awards dinner to be held on March 12, 2015 at the Mandarin Oriental in New York.

Geller Family Office Services, led by CEO Joe Calabrese, is comprised of more than 70 professionals with extensive experience serving wealthy individuals, families and their closely held private, public and non-profit businesses with investment, tax, and financial management expertise. 

"We are honored to be shortlisted by the Family Wealth Report, and by our peers and professionals across the financial services spectrum, for our work on behalf of clients during 2014," said Joe Calabrese, CEO of Geller Family Office Services. 

Mr. Calabrese added, "Our nomination is a reflection of the effort and expertise that our professionals demonstrate in working across all of the factors that impact client wealth.  We strive to understand each client's distinct needs and expectations, providing them with tailored strategies and a comprehensive suite of integrated wealth management services so that their financial goals can be achieved."

About Geller & Company

Geller & Company is a strategic financial advisory and wealth management firm, providing clients with a comprehensive suite of services to help them reach their financial goals.  To learn more about Geller & Company, please visit www.gellerco.com.

Media Contacts:
Paul Basil
Geller & Company
212-583-6124
[email protected]

SOURCE Geller & Company

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