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.
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
—
Country
—
City
Pikesville
Corporate office
—
Frequently asked questions
What is The Family Financial Group?
The Family Financial Group is a family office (unspecified) headquartered in Pikesville.
Where is The Family Financial Group headquartered?
The Family Financial Group is headquartered in Pikesville.
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 type of firm is The Family Financial Group?
The Family Financial Group is classified by Altss as a Family Office (Unspecified).
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.
How fresh is the Altss profile for The Family Financial Group?
The Family Financial Group'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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