Geller & Co. LLC

Description

Charles serves as Director of the Geller Family Office Services, LLC tax group, providing sophisticated tax planning services to a wide range of high net worth clients. Charles has worked with Geller & Company since 1995 and has over 30 years of experience in the field of taxation, working with high net worth individuals, estates and trusts, partnerships, private foundations and corporations. Prior to joining Geller & Company, he worked at Ernst & Young LLP for over 14 years and the Internal Revenue Service for six years.

Stanley serves as Director of the Geller Family Office Services, LLC tax group, providing sophisticated tax planning services to a wide range of high net worth clients. Stanley has over 20 years of experience in the field of taxation and works closely with families who have net worth ranging from $30 million to $300 million. Clients include former CEOs and senior executives of Fortune 500 companies, hedge fund managers, investment bankers and multigenerational trust beneficiaries.

We know that investment performance is important and experience has proven that there are numerous factors that can contribute to, or detract from, meeting your long-term financial and life-style goals. These include, a family's consumption rate, income and estate taxes and their obligations in meeting charitable goals. One of the characteristics that makes our firm unique is our ability to not only provide clients with investment management and advice, but also capabilities to assist them across all of the other factors that impact their wealth.

We collect information directly from you when you voluntarily provide it to us through request forms that we provide on our site.

We provide the services you need to maximize your philanthropic endeavors. We take care of the details such as reviewing grant agreements, facilitating board meetings and ensuring tax compliance, so you can focus on the reasons you started your philanthropy in the first place.

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