Retirement and IRA
A rollover of retirement plan assets to an IRA is not your only option. Carefully consider all of your available options which may include but not be limited to keeping your assets in your former employer’s plan; rolling over assets to a new employer’s plan; or taking a cash distribution (taxes and possible withdrawal penalties may apply). Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.
Trust, Estate, and Charitable
Plan ahead and simplify the management and protection of your assets.
Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.
Designing a legacy that is consistent with your vision and values is a personal and complex process.
Galleon Charitable Accounts
Professionally managed account that invests in companies that make a difference, and makes a donation to your preferred charity.
Education and Custodial
Brokerage and Trading
Business and Corporate
Special Purpose Accounts
Galleon Flagship Services
Galleon is our premium account management services for investors with $100,000 or more in total household assets
Account Structures ▸
Begin by selecting how you want your account structured. This means—do you want to have your money managed professionally, or do you want to make your own investment decisions.
Account Types ▸
Once you have selected an Account Structure, you only need to determine which type of account(s) you want – Retirement, Individual, Business, Trust, Custodial.