Case Study: Geller Family Office Services LLC achieves centralized information access and better investment decision-making with Backstop Solutions

Geller Family Office Services LLC - Customer Case Study

Geller Family Office Services LLC, an integrated wealth manager serving ultra-high-net-worth individuals and managing a hedge fund of funds and a private equity vehicle, needed a platform to coordinate multiple investment-team members and manage diverse, complex investments with accuracy, timeliness, collaboration, and durable information retention. To meet those needs, Geller Family Office Services LLC engaged Backstop Solutions for a centralized investment-management platform.

Backstop Solutions delivered a comprehensive solution that consolidated tools for collecting manager information, archiving meeting notes, retaining legal notices, and assessing performance, enabling unified workflows and smoother team collaboration. The Backstop Solutions platform produced seamless access to critical information, more efficient processes, enhanced communications, accurate record keeping and improved investment decision-making, becoming an essential part of GFOS’s investment process.

Geller Family Office Services LLC

Robert Wedeking

Chief Information Officer