Overview

At Cypress Advisory, we proactively navigate our clients’ financial complexities and implement bespoke planning solutions that preserve wealth, create legacy, and mitigate risk. As an independent multi-family office, we remain steadfast in our commitment to excellence while continuously operating with the highest degree of integrity and prudence.

Core services

Trust and Estate Advisory Tax Advisory / Compliance Next Gen Financial Education Entity Management / Trusteeship Philanthropic Advisory Lifestyle Management / Coordination Investment Administration Cash Flow / Liquidity Management Insurance and Risk Management

Leadership

Geoffrey Berger, Managing Member, founded Cypress Advisory LLC in 2021. He previously spent fifteen years at Goldman Sachs Ayco Personal Financial Management, where he held the title of Vice President, Ayco Family Office. Geoffrey received an MBA from the State University of New York at Albany and a B.S. in Business Administration with concentrations in Finance and Business Analytics from Le Moyne College. From 2015 through 2021, Geoffrey served on the Le Moyne College Board of Regents.