Geller & Lehmann

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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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Geller Lehmann | Pikesville Multi Family Office | Altss