Dynasty Brings on Big Name Multi-Family Office
A $4 billion multi-family office has joined the Dynasty Financial Partners network of RIAs, according to a press release from Dynasty.
Geller Family Office Services provides wealth management services, including tax and real estate advice and CFO services, to high net worth individuals and families, businesses, endowments and foundations, according to the press release.
Geller will use Dynasty’s tech platform, including reporting from data-aggregator Addepar and Dynasty’s proprietary customer relationship management system, Dynasty says.
Robert Wedeking, Geller’s chief investment officer, says partnering with Dynasty will enhance his firm’s digital capabilities, setting the stage for expanding its client base as well as bringing on more financial advisors.
For Dynasty, meanwhile, the deal bolsters its standing with multi-family offices and other practices catering to high net worth investors.
Geller Family Office Services is a wholly owned RIA subsidiary of the privately held Geller & Company, according to the press release.
Founded in 1984 by Bloomberg LC board member and Philadelphia Seventy-Sixers minority owner Martin Geller, Geller & Company has more than 500 employees offering wealth management and financial advice services, according to the firm’s website.