Tom Geddes
About Tom Geddes
Tom Geddes, Head of Family Office Solutions
Tom Geddes holds the position of Head of Family Office Solutions, where he manages complex investment and generational planning needs for successful families. His role involves creating customized investment plans that balance growth and stability while ensuring clients maintain ample liquidity for their short-term needs.
Expert in Complex Investment and Financial Reporting
With extensive experience in working with successful families, Tom Geddes provides expert guidance in complex investment and financial reporting. He tailors portfolios based on in-depth asset allocation research and in-house equity and fixed income research, ensuring clients' investments are well-balanced to meet both growth and stability objectives.
Specializes in Generational Planning and Family Governance
Tom Geddes engages frequently with clients to understand their evolving circumstances and long-term goals. He provides expert advice on family governance, next-generation education, and in-depth generational planning. His strategic coordination covers various aspects such as philanthropic interests, fiduciary responsibilities, and comprehensive tax considerations.
Customized Financial Solutions for Long-term and Short-term Needs
Tom Geddes focuses on tailoring financial solutions to meet both the long-term and short-term needs of his clients. He builds fully customized investment plans that balance growth and stability while ensuring ample liquidity to address immediate financial needs without interrupting long-term investments. He works closely with clients to monitor and adapt these plans to their changing circumstances.
Holistic Advice from a Team of Strategic Advisors
In his role, Tom Geddes coordinates with a team of strategic advisors providing holistic advice on investment, philanthropic, fiduciary, next-gen, tax, and estate considerations. He proactively works on gift, estate, and income tax planning, business planning, and sustainable investing to ensure that clients receive comprehensive advice tailored to their unique situations.