Announced

Completed

Corient completed the acquisition of multi-family office business of Geller & Company.

Synopsis

Corient, a wealth management firm, completed the acquisition of multi-family office business of Geller & Company, a provider of custom strategic financial advisory & wealth management solutions to individuals, businesses, families and NPO's. “The fact that a firm of Geller’s stature has chosen to join Corient speaks to the tremendous quality of our firm and the value of our differentiated private partnership structure and business model. I’m excited to welcome Marty Geller as a leader in our MFO business and his highly experienced team. We look forward to adding their significant tax and CFO expertise and other capabilities to our own, further enhancing our ability to provide clients with bespoke wealth management solutions that go beyond traditional wealth advisement,” Kurt MacAlpine, Corient Partner and CEO.

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