Corient, a national wealth management firm, has acquired Geller MFO, the multi-family office division of Geller & Co. This move strengthens Corient’s foothold in the competitive New York wealth management market.
The deal adds approximately $10.4 billion in assets under management and advisement to Corient. Geller MFO specializes in delivering tailored family office services to ultra-high-net-worth clients, offering financial management, tax advisory, compliance, and estate planning.
By joining Corient, the Geller MFO team and clients will benefit from enhanced technology, operational support, regulatory infrastructure, and expanded investment and trust services. Founder Marty Geller will take on an executive role within Corient.
