International Wealth Management Forum
Joe Calabrese
CEO | GELLER FAMILY OFFICE SERVICES, LLC
Speaker Presentation
LEVERAGING COMPANY CULTURE TO DIFFERENTIATE YOUR FIRM
It is becoming increasingly difficult to define true differentiation in our industry as expertise and technical knowledge have become the new table stakes. With pricing pressures pushing commoditization, having a truly differentiated value proposition and delivery model that cannot be easily matched is an essential element in defining a competitive position and winning brand.
Speaker Bio
Joe Calabrese serves as Chief Executive Officer of Geller Family Office Services, LLC, a firm dedicated to serving the unique wealth management needs of high-net-worth individuals and their families.
Joe leads a multi-disciplinary team of highly skilled advisory professionals whose singular focus is to help clients simplify the complexities that often accompany managing great wealth. Joe has extensive experience advising and serving clients of substantial wealth and oversees the client service, investment, tax and financial management teams that comprise Geller & Company’s core Family Office Services business.
Joe also oversees the firm’s Centers of Excellence, a group of highly specialized service capabilities for high-net-worth clients that address their unique needs for real estate project management, private aviation travel and aircraft accounting, philanthropic planning and foundation management, and specialized insurance planning and oversight. Joe heads the firm’s Operating and Management Committees and is a senior member of the Investment Committee.
Joe brings more than 25 years of practical knowledge and hands-on experience to Geller & Company. Prior to joining Geller & Company, Joe was the President of the Harris myCFO, a top ranked multi-family office serving ultra-high-net-worth clients globally. A chartered accountant since 1984, Joe graduated from McGill University with a joint honors degree in Economics and Finance. Joe has served on the boards of national and local educational and charitable institutions, is a frequent member of industry advisory panels, and is often quoted in the media on matters of family wealth and financial management.
Speaker Presentation
LEVERAGING COMPANY CULTURE TO DIFFERENTIATE YOUR FIRM
It is becoming increasingly difficult to define true differentiation in our industry as expertise and technical knowledge have become the new table stakes. With pricing pressures pushing commoditization, having a truly differentiated value proposition and delivery model that cannot be easily matched is an essential element in defining a competitive position and winning brand.
Speaker Bio
Joe Calabrese serves as Chief Executive Officer of Geller Family Office Services, LLC, a firm dedicated to serving the unique wealth management needs of high-net-worth individuals and their families.
Joe leads a multi-disciplinary team of highly skilled advisory professionals whose singular focus is to help clients simplify the complexities that often accompany managing great wealth. Joe has extensive experience advising and serving clients of substantial wealth and oversees the client service, investment, tax and financial management teams that comprise Geller & Company’s core Family Office Services business.
Joe also oversees the firm’s Centers of Excellence, a group of highly specialized service capabilities for high-net-worth clients that address their unique needs for real estate project management, private aviation travel and aircraft accounting, philanthropic planning and foundation management, and specialized insurance planning and oversight. Joe heads the firm’s Operating and Management Committees and is a senior member of the Investment Committee.
Joe brings more than 25 years of practical knowledge and hands-on experience to Geller & Company. Prior to joining Geller & Company, Joe was the President of the Harris myCFO, a top ranked multi-family office serving ultra-high-net-worth clients globally. A chartered accountant since 1984, Joe graduated from McGill University with a joint honors degree in Economics and Finance. Joe has served on the boards of national and local educational and charitable institutions, is a frequent member of industry advisory panels, and is often quoted in the media on matters of family wealth and financial management.