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The Family Financial Group
The Family Financial Group functions as a multi-family office umbrella for Geller + Lehmann LLC and Lehmann + Company LLC, delivering holistic wealth...
The Family Financial Group
The Family Financial Group functions as a multi-family office umbrella for Geller + Lehmann LLC and Lehmann + Company LLC, delivering holistic wealth management services. It provides financial planning, investment policy development, tax preparation, estate and trust administration, philanthropic planning, and oversight of private equity and real estate investments. The firm serves high-net-worth families and individuals with tax-efficient strategies for wealth creation, preservation, and inter-generational transfer.
General information
Firm type
Family Office (Unspecified)
Year founded
—
AUM
—
Location
Region
North America
Country
United States
City
Newton Centre
Corporate office
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Frequently asked questions
What is The Family Financial Group?
The Family Financial Group is a family office (unspecified) headquartered in Newton Centre, United States.
Where is The Family Financial Group headquartered?
The Family Financial Group is headquartered in Newton Centre, United States, in the North America region.
What does Altss track for The Family Financial Group?
Altss maintains an OSINT-verified profile of The Family Financial Group 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 The Family Financial Group's website?
The Family Financial Group's public website is www.thefamilyfinancialgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is The Family Financial Group?
The Family Financial Group is classified by Altss as a Family Office (Unspecified), operating from United States within the North America region.
How does Altss source intelligence on The Family Financial Group?
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.
When was The Family Financial Group's Altss profile last updated?
The Family Financial Group's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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