The independent source of world-class information, advice and networking to help you manage your investments, estate, legacy and advisors.
Global Stock and Bond Investing
Alternative Investments
Trust & Estate Plan
Selecting & Monitoring Advisors
Investment Plan and Portfolio
Charitable Giving
Raising Responsible Children
Wealth Advisor(for Advisors)
Learn: What other HNW investors are doing.
Network: Post questions and share your experiences regarding investments, advisors, and estate issues with like minded HNWs and experts.
Measure: Evaluate your advisors, portfolio allocations, investments, and estate plans.
Find: Identify leading information sources, advisors and service providers.
Jon Persson, CLU, CFP (jpersson@gellerco.com) is director of financial planning at Geller Family Office Services LLC in New York, a leading shared family office.
