Diane is a Partner at Geller & Company and Head of Geller Private Client Services. She is primarily responsible for oversight of the firm’s largest client and the client’s multiple entities in the philanthropic and investment areas. Diane has over thirty years of experience working with the personal financial needs of high-net-worth individuals, including CFO services, tax compliance and all aspects of financial planning. She assists clients with their complex personal lives and finding solutions to their unique challenges. She also assists clients in developing and maintaining their private foundations, including developing mission statements, books and records, and grant requests. Diane ha