Geller’s $10.4 Billion Multifamily Office Is Acquired by Corient

CI Financial Corp.’s Corient Private Wealth has acquired Geller & Co.’s multifamily office business that caters to ultra-high-net-worth clients.

Terms of the deal between Miami-based Corient and New York-based Geller weren’t disclosed in a statement Wednesday. Geller’s multifamily office, which has $10.4 billion in assets under management and advisement, offers wealthy individuals and families access to a personal chief financial officer, as well as planning around issues such as taxes, generational wealth and accounting.

“We look forward to adding their significant tax and CFO expertise and other capabilities to our own, further enhancing our ability to provide clients with ...