Timothy P. O’Hare serves as managing director and wealth advisor at Geller Family Office Services. Mr. O’Hare has nearly 30 years of experience in wealth management and public accounting, focusing on wealth sustainability planning as the foundation for building and maintaining family wealth over fluctuating markets and multiple generations. As a wealth advisor, his primary responsibility is to coordinate the firm’s multidisciplinary service teams to ensure that high standards of client service and outcomes are achieved. Mr. O’Hare works closely with individuals and families of significant wealth to plan and implement comprehensive solutions that include investment management, strategic financial planning and tax advisory to build and sustain their wealth. Mr. O’Hare received his BS in accounting and MS in income taxation from Seton Hall University.
Are my family members prepared for their inheritance?
A conservative estimate suggests that approximately $20 trillion of wealth will transfer to successor generations over the next 35 years. While about a third of that wealth is expected to be donated to philanthropic initiatives, it is critical that the older generations of wealthy families also take definitive measures to educate and communicate with the […]
How can my insurance company’s risk management services help me?
Insurance companies are offering up a host of “value-added” services these days. Many companies, especially those targeting the affluent, have a range of services available to their policyholders. These services typically focus on a higher level of risk-management service and largely fall into three categories: before, during and after claims. Before a claim, companies aim […]
