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Geller & Lehmann Overview
Type
Multi Family Office
General Information
Geller & Lehmann is a multi-family office headquartered in Pikesville. The firm provides comprehensive financial planning, investment management, and family office services to high-net-worth families. With a focus on long-term wealth preservation and intergenerational planning, Geller & Lehmann supports clients in navigating complex financial landscapes—offers tailored solutions that address estate, tax, and philanthropic objectives while maintaining confidentiality and a disciplined approach to client service.
Contact Information
Website:
https://thefamilyfinancialgroup.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
106 Old Court Road, Suite 202, Pikesville, MD 21208
Portfolio & Notable Allocations
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