Steven J. Geller

Professional Experience

Steven J. Geller serves as a Partner in the International Services Department at Prager Metis, part of the Prager Metis International Group. He is a Certified Public Accountant (CPA) licensed in California and Oregon, with more than 30 years of experience in public accounting. In addition, he also holds the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners, underscoring his specialized knowledge in international trust and estate matters.

Steven has worked across many facets of public accounting, including audit, tax, estate and trust, litigation support, and consulting. He brings deep experience in advising families on income and estate tax planning, structuring, trust design, asset protection, and wealth and legacy succession. Steven serves as trust protector and advisor to several foreign and domestic trusts and is a trusted advisor to multiple families and executives. His clients span the globe and diverse industries, from real estate and manufacturing to private equity, diversified family offices, and blockchain enterprises.

In his practice, Steven actively works with businesses, families, estates, and trusts in the United States, United Kingdom, Singapore, Grand Cayman, Australia, Israel, Poland, Cyprus, and other locations worldwide. He believes in and practices a whole-client approach to service. After years of traversing the globe, he has developed active and fruitful relationships in many countries.

With a client-centric approach, Steven has spent his entire career focused on the private client world, working with families and family offices to provide a wide breadth of bespoke services—from essential domestic tax compliance to creating highly tax-efficient global structures and broad-based consulting.

Steven’s expertise encompasses the broad spectrum of international tax and wealth planning, including inbound and outbound structuring, foreign trust compliance and administration, controlled foreign corporation reporting, and FATCA/FBAR matters. He has an expertise in creating tax-efficient cross-border structures utilizing trusts, insurance-based vehicles, and strategic entity placement across multiple jurisdictions.