Business asset acquisition · Adviser / wealth-management

Geller multi-family office business

Transaction overview

Reported completed

Source published:

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

  1. News Details ↗

    Corient · Published Jan 15, 2025

    Jan15 2025 Geller MULTIFAMILYOFFICE BUSINESS acquired, notentireGellerCompany.10.4bnmanaged/advised notSEC RAUM. AboutCorientPrivateWealthLLC explicit; secondaryMubadalaCIagreementNov25 2024.

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Geller multi-family office business · RIA Monitor