Showing results for "solutions"
Our family office services offer a bespoke suite of solutions designed to alleviate the administrative complexities inherent in managing substantial wealth. By centralizing financial reporting, we streamline the oversight of your assets, ensuring clarity and cohesion across your financial landscape. Beyond mere consolidation, our expertise extends to navigating the intricate facets of your financial life, [...]
When appropriate for your specific situation, we provide access to industry-leading insurance providers who can help you establish the correct type of insurance for your needs.
Audience: Personal Investors
Our banking solutions include high-yield checking, savings, CDs, bill pay, home loans, and debit Mastercard© to help you manage and save your money.
Audience: Personal Investors
Secure your future with precision, tailored retirement solutions designed for enduring stability, prosperity, and fulfillment in your later years.
Audience: Personal Investors
Other than the safety of your family, there’s nothing more important than protecting the well-being of your business. Our service introduces you to insurance options that make sense for your specific business needs.
Audience: Small Business
For businesses seeking stable income and cash flow from their investment capital, fixed income may offer a good solution or possible tax benefits.
Audience: Small Business
Achieve long-term business success through professionally designed and managed investment portfolios and solutions.
Audience: Small Business
Take some time to learn more about our solutions for individuals and businesses, including planning, investing, retirement, debt, cash flow, employee retention, and managed philanthropy.
Audience: Personal Investors
Our family office services extend beyond traditional wealth management to encompass advanced cash management and strategic borrowing solutions, designed to streamline your day-to-day financial transactions and enhance liquidity access. Recognizing the importance of flexibility in managing personal and business finances, we offer tailored lending and banking solutions that cater to both spheres. Whether it's optimizing [...]
Our Managed Philanthropy services are an integral component of our family office offerings, designed to deliver strategic advisory solutions tailored to your charitable aspirations. Understanding that philanthropy is a reflection of your values and legacy, we work closely with you to articulate and achieve your philanthropic objectives. Our approach involves a thorough analysis of potential [...]
For investment and wealth management clients exploring real estate financing options, selecting the appropriate mortgage solution is paramount. Whether you're in the market to purchase a new home, looking to refinance an existing mortgage, or considering tapping into your home’s equity, the right mortgage product can significantly impact your financial strategy. Home lending solutions tailored [...]
In the complex and ever-evolving world of finance, managing substantial wealth demands not only the highest level of expertise but also a bespoke approach tailored to the unique needs of each individual. At Global Advisers, we understand that your wealth is not just an asset but a legacy that holds the potential to shape the [...]
Platform: Private Wealth Management
At Global Advisers, we recognize the unique complexities of managing wealth. We offer a suite of services crafted to cater to the distinct needs of our discerning clientele. Our Investment Management service is the cornerstone of our offerings. We believe in creating bespoke investment strategies that are meticulously aligned with your individual risk tolerance, investment [...]
Nous ouvrons des comptes pour les individus, les entrepreneurs, les holdings familiaux, les offices de famille et les fondations. Nos services comprennent la gestion d'actifs financiers sur les marchés publics et privés, ainsi que l'accès à des options d'investissement exclusives et des solutions de financement. De plus, nous offrons des services de réseautage, ainsi qu'un [...]
Clean Tech & Renewables: Paving the Way for a Sustainable Future In the face of escalating environmental challenges and the urgent need to mitigate climate change, clean technology (cleantech) and renewable energy sources have emerged as pivotal elements in the global quest for sustainability. This article delves into the current landscape of clean tech and [...]
Platform: Clean Tech & Renewables
Global Advisers is determined to change, improve, and optimize finance for personal investors. We provide a wide range of financial services and solutions to a diversified client base that includes personal investors, corporations, organizations, and endowments.
Audience: All
Videos Select a video topic Watch now Wealth Management Financial Planning Services Sustainable Investing Family Office Services Charitable Account Services The Wealth Channel [...]
Audience: All
Retirement Planning Securing Your Tomorrow, Today – Your Retirement Planning Partner. Securing Your Tomorrow, Today – Your Retirement Planning Partner. Solutions to help you optimize your retirement Get Started Discover Retirement Planning at Global Advisers Retirement planning services offer a comprehensive approach to securing a financially stable future post-employment. Expert advisors employ [...]
Audience: Personal Investors
College Planning Global Advisers College Planning – Empowering Dreams, Shaping Futures. College planning is the roadmap to a future where dreams become degrees. Explore our college planning services and learn more about how we can help you plan for college and beyond. Get Started Discover College Planning at Global Advisers Discover [...]
Audience: Personal Investors
Investors have a lot to think about. Life insurance should be one of them. Where we add value: Personalized Financial Planning for Life Insurance: Providing custom, ongoing investment advice to financially prepare for life insurance coverage. Long-Term Financial Strategy for Insurance Premiums: Utilizing strategic, long-term financial planning to ensure affordability and alignment of life insurance [...]
A trust provides legal protection for your assets and ensures those assets are distributed according to your wishes. Where we add value: Tailored Trust Establishment Guidance: Offering specialized, ongoing advice for creating and funding a trust, customized to your specific needs. Strategic Long-Term Investment Approach: Focused on strategic, long-term investing as the foundation for accumulating [...]
Family Office Services Helping you navigate the complex, multigenerational challenges of managing significant wealth. Explore Family Office Advisory Services Planning Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict [...]
A 401(k) plan is suitable for a company of any size that is looking for a retirement solution that allows high levels of salary deferrals by employees. Plans are generally offered to all employees at least 21 years of age who worked at least 1,000 hours in the previous year. Employee contributions are generally made [...]
Helping independent financial advisors and professionals serve clients and build their business
Audience: Financial Professionals
We support local communities by helping entrepreneurs create jobs and economic opportunities through access to investor education, investment products, banking products and solutions, and the types of financial services their employees need to strive within their own communities.
Audience: All
We support local communities by helping entrepreneurs create jobs and economic opportunities through access to investor education, investment products, banking products and solutions, and the types of financial services their employees need to strive within their own communities.
Audience: All
Galleon Wealth Management ™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.
Audience: All
What if we told you that altruism is something that needs to be managed?
Audience: Personal Investors
Designing a legacy that is consistent with your vision and values is a personal and complex process.
Audience: Personal Investors
Our Family Office Advisory services help you navigate the complex, multigenerational challenges of managing significant wealth.
Audience: Personal Investors
Your questions help us understand your financial goals, and our answers help you to achieve your long-term objectives. We provide comprehensive private wealth management solutions for individuals and families of significant means. You’ll receive an exceptional level of service and the insights and resources needed to help you achieve your goals.
Audience: Personal Investors
Global Advisers Wealth Management offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.
Audience: Personal Investors
No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary. Connect with a financial advisor today.
Audience: All
How well you can manage your money in retirement begins now, with a sensible retirement income planning strategy tailored to your individual needs and goals.
Audience: Small Business
Take control of how your assets and wealth are managed, establish and secure your legacy, and prepare for what comes next with estate planning services.
Audience: Small Business
Building wealth is challenging. Protecting it is important. We partner with businesses to develop a customized wealth protection plan that manages the risks facing most investors.
Audience: Small Business
Our trustee services help you easily manage and consolidate your assets, prepare for the distribution of your assets after your death, and decide how your assets are invested.
Audience: Small Business
Your personal values matter. Does your investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.
Audience: Small Business
Integrating charitable giving into your overall investment plan optimizes your strategy and develops a strong legacy for your entire family.
Audience: Small Business
For any type of public or private company. 401k plans are generally most appropriate for companies with 20 or more employees.
Audience: Employee Retirement Plans
Global Advisers understands the complexities of business ownership and can support you through every stage by working together to define your goals and help your business thrive.
Audience: Small Business
For businesses with excess capital, a business investment account allows you to invest in the global financial markets. You can select to manage the account yourself or apply for a professionally managed account.
Audience: Small Business
Creating and managing a retirement plan can be daunting. We provide advisory and investment management services to help meet the needs of your employees.
Audience: Employee Retirement Plans
Leverage sophisticated business, corporate, and executive services designed to help achieve your professional and personal financial goals.
Audience: Small Business
Businesses have unique financial goals that require strategy, perseverance, and planning.
Audience: Small Business
Low-fee investing options for businesses covering all asset classes, sectors, and industries.
Audience: Small Business
Keeping your assets with multiple organizations can make it difficult for your heirs to manage your estate, and varying administrative requirements, fees, and deadlines can lead to errors and stress for your loved ones.
Audience: All
Platform: Investor Education, Managing your finances, Wealth Management
We provide portfolio management and financial planning services for investors seeking professional management of their investments, money, and wealth. We plan for their financial success through due diligence, strong decision-making, and an unwavering commitment to their success. We always do what is in their best interest.
Audience: All