NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”) today announced that Geller Family Office Services LLC (“Geller” or the “Firm”), has selected Dynasty’s industry-leading platform of integrated wealth management services and technology to augment service to the Firm’s clients.
With approximately $4 billion in client assets under advisement, Geller provides tailored financial advisory and wealth management services, including CFO, tax advisory and real estate services, to a sophisticated clientele of high-net-worth individuals, families, endowments and foundations, as well as institutions and businesses.
Dynasty and Geller will partner to enhance Geller’s technology platform and the digital experience of Geller’s clients. The Firm will use the proprietary Dynasty Desktop, which includes Addepar reporting, Dynasty’s proprietary CRM and Dynasty’s digital platform.
“We offer our clients a comprehensive suite of services to meet their unique financial advisory and wealth management needs,” said Robert Wedeking, CFA®, Chief Investment Officer at Geller. “Partnering with Dynasty greatly enhances our technology platform, with state-of-the-art offerings. Further, Dynasty’s robust platform will help us recruit additional accomplished financial advisors to our team, better serve our existing clients and attract new clients.”
According to Ed Swenson, Dynasty’s Chief Operating Officer, “We believe Geller to be one of the most respected multi-family offices in the U.S. and we are honored to be selected to partner with them as they continue to enhance their capabilities and accelerate the growth of their business. We have been extremely impressed with the depth of the talent and capabilities of the Geller team and the commitment Geller has made to this business.”
“We are deeply committed to leveraging Dynasty’s best-in-class technologies to serve the specialized needs of our clients,” said Hayden Horowitz, Partner and Chief Operating Officer at Geller. “Our partnership with Dynasty is a winning combination for both firms.”
“We see Geller —with a rich history of serving sophisticated families, endowments, businesses and institutions in the U.S.—as being at the forefront of offering customized and diversified financial services and wealth solutions to its clients,” said Shirl Penney, Chief Executive Officer of Dynasty. “In the industry today, there is an increased focus on professionalization in the independent space. With its impressive leadership team, we see enormous potential for Geller to achieve robust growth.”
Eric Poirier, CEO of Addepar remarked, “Our partnership with Dynasty and now Geller demonstrates that Addepar has become the reporting technology partner of choice among sophisticated wealth management and family offices in the U.S. Addepar’s customized features provide leading family offices and RIAs with a superior option for seeing a comprehensive view of client assets.”
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms and offers registered investment advisory services. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City,
Chicago, Coral Gables, Florida and San Francisco. Visit our website for
more information: www.dynastyfinancialpartners.com.
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About Geller Family Office Services
Geller Family Office Services LLC, an SEC-registered Investment Advisor, is a wholly owned subsidiary of Geller & Company LLC, a privately held financial consulting and wealth management firm whose clients include high net-worth families, foundations and operating businesses.
Headquartered in New York City, Geller’s experienced investment team provides customized investment solutions tailored to meet specific client objectives, developing comprehensive investment solutions across traditional and alternative (hedge funds and private equity) portfolios as well as CFO Services, Tax Advisory & Compliance Services and Real Estate Solutions. Geller’s investment strategies leverage its size, experience, research and due diligence capabilities and industry relationships to seek attractive risk-adjusted returns through access and diversification.
For more information, please visit our website: www.gellerfos.com
