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The Family Financial Group Overview
Type
Multi Family Office
General Information
The Family Financial Group is a multi-family office headquartered in Pikesville, United States. Founded in 1996 out of the Lehmann family’s accounting and tax advisory practice , it integrates decades-old CPA expertise with comprehensive wealth oversight for affluent households . The firm coordinates estate, tax, philanthropic and business advisory services through partner entities Geller + Lehmann and Lehmann + Company —delivering integrated, tax-efficient stewardship.
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:
Pikesville, MD, United States
Portfolio & Notable Allocations
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