Background

Michelle Hooton began her career in a single family office dedicated to over 35 individuals and entities spanning four generations. She joined Geffen Mesher in 2013 after working with that family for ten years. Her targeted experience, coupled with Geffen Mesher’s long history of providing services to high-net-worth individuals and families, makes her a strategic asset for her clients.

Today, Michelle interacts directly with her clients and their family members, while catering to their specific needs. As a financial concierge, she regularly manages her clients’ tax planning and compliance, bookkeeping and cash management, household help payroll, and financial reports. She routinely works directly with her clients’ existing team of professionals, like estate attorneys and wealth managers, to provide a comprehensive approach to their financial well-being. “As a trusted resource for my clients, I truly enjoy providing valuable insight into their finances and helping them streamline their lives.”