Geller & Lehmann
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.
Geller & Lehmann
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.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Pikesville
Corporate office
106 Old Court Road, Suite 202, Pikesville, MD 21208
Frequently asked questions
What is Geller & Lehmann?
Geller & Lehmann is a multi family office headquartered in Pikesville.
Where is Geller & Lehmann headquartered?
Geller & Lehmann is headquartered in Pikesville, in the North America region.
What does Altss track for Geller & Lehmann?
Altss maintains an OSINT-verified profile of Geller & Lehmann covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Geller & Lehmann's website?
Geller & Lehmann's public website is thefamilyfinancialgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Geller & Lehmann?
Geller & Lehmann is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Geller & Lehmann?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Geller & Lehmann?
Geller & Lehmann's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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