M and A
23 January 2025

Corient's M&A Hunger Highlighted By Geller MFO Deal

The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has...

Client Affairs
7 October 2014

Managing Private Aviation Services For UHNW Clients - Some Advice

Providing private aviation services for UHNW clients can be a complicated business. This article...

People Moves
17 September 2013

Geller & Company Names CEO For Family Office Services Business

Geller & Company recruits the CEO of the firm's family office and wealth management arm....

People Moves
4 December 2012

Geller & Company Builds Out Family Offices Services Business With Top Tax Hire

Geller & Company has hired Tricia Levin as its new partner in charge of tax services, responsible...

People Moves
27 April 2012

Geller & Company Appoints Top Deloitte Man To Advisory Role

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People Moves
29 March 2012

Geller & Company Names Family Office Unit CIO

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People Moves
26 October 2011

Industry Veteran Joins Geller & Company As Managing Partner

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Family Office
6 May 2010

Banbury Out As Geller Chief Operating Officer

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Strategy
4 March 2010

Geller Seeks New CEO After Brief Tenure Of Predecessor

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Compliance
8 February 2010

US Retirement, Financial Advisor Firm Investigated For Alleged Offences

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