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Geller Family Office Services selects Dynasty Financial Partners as its client technology platform

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Geller Family Office Services has selected Dynasty Financial Partners’ platform of integrated wealth management services and technology to augment service to the firm’s clients.

With approximately USD4 billion in client assets under advisement, Geller provides tailored financial advisory and wealth management services, including CFO, tax advisory and real estate services, to a sophisticated clientele of high-net-worth individuals, families, endowments and foundations, as well as institutions and businesses.
 
Dynasty and Geller will partner to enhance Geller’s technology platform and the digital experience of Geller’s clients. The Firm will use the proprietary Dynasty Desktop, which includes Addepar reporting, Dynasty’s proprietary CRM and Dynasty’s digital platform.
 
“We offer our clients a comprehensive suite of services to meet their unique financial advisory and wealth management needs,” says Robert Wedeking, CFA, Chief Investment Officer at Geller. “Partnering with Dynasty greatly enhances our technology platform, with state-of-the-art offerings. Further, Dynasty’s robust platform will help us recruit additional accomplished financial advisors to our team, better serve our existing clients and attract new clients.”
 
According to Ed Swenson, Dynasty’s Chief Operating Officer, says: “We believe Geller to be one of the most respected multi-family offices in the US and we are honored to be selected to partner with them as they continue to enhance their capabilities and accelerate the growth of their business. We have been extremely impressed with the depth of the talent and capabilities of the Geller team and the commitment Geller has made to this business.”
 
“We are deeply committed to leveraging Dynasty’s best-in-class technologies to serve the specialized needs of our clients,” says Hayden Horowitz, Partner and Chief Operating Officer at Geller. “Our partnership with Dynasty is a winning combination for both firms.”
 
“We see Geller —with a rich history of serving sophisticated families, endowments, businesses and institutions in the US – as being at the forefront of offering customised and diversified financial services and wealth solutions to its clients,” says Shirl Penney, Chief Executive Officer of Dynasty. “In the industry today, there is an increased focus on professionalization in the independent space. With its impressive leadership team, we see enormous potential for Geller to achieve robust growth.”
 
Eric Poirier, CEO of Addepar, says: “Our partnership with Dynasty and now Geller demonstrates that Addepar has become the reporting technology partner of choice among sophisticated wealth management and family offices in the US. Addepar’s customised features provide leading family offices and RIAs with a superior option for seeing a comprehensive view of client assets.”
 

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