Geller & Lehmann Background & Overview Overview

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.