Business asset acquisition · Adviser / wealth-management
Geller multi-family office business
Transaction overview
Reported completed
Exact closing date not established.
Corient reported acquiring the multi-family office business of Geller. This is a business acquisition, not a stated acquisition of the entire Geller company. The exact closing day was not disclosed.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- News Details ↗
Corient · Published Jan 15, 2025
Jan15 2025 Geller MULTIFAMILYOFFICE BUSINESS acquired, notentireGellerCompany.10.4bnmanaged/advised notSEC RAUM. AboutCorientPrivateWealthLLC explicit; secondaryMubadalaCIagreementNov25 2024.