collaboration

At GEO, we believe that powerful solutions come from a collaborative, cross-sector approach. We foster a team approach by building strong relationships with a network of professionals across different industries and sectors to meet the unique needs of our clients. This strategy allows us to amplify our impact.

We align with strategic business partners who support the success of our clients. Our network includes Attorneys, Analysts, Lenders, Bookkeepers, Certified Public Accountants (CPA’s), Chief Financial Officers (CFO’s), Human Resources, Marketing, Sales, Wealth Management, Trust Firms, and a national leader in Training.

We work in an estate planning team with your Legal Counsel, Accountant (CPA), and your Wealth Management Advisor. This comprehensive approach ensures smooth generational transitions and long-term asset viability. If you are in need of a one of the team members or need an entire team, we have the experts you need.  

We partner with technology firms to develop and implement innovative software applications to streamline processes and improve efficiency for our clients.