Individuals and Families
Retirement and IRA
Related
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 and Estate
Galleon Flagship Trust Account
Plan ahead and simplify the management and protection of your assets.
Galleon Flagship Estate Account
Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.
Related
Designing a legacy that is consistent with your vision and values is a personal and complex process.
Galleon Charitable Accounts
Charitable Economic Opportunities Account
Professionally managed account that invests in companies that make a difference, and makes a donation to your preferred charity.
Charitable and Philanthropic
Galleon Charitable Accounts
Charitable Economic Opportunities Account
Professionally managed account that invests in companies that make a difference, and makes a donation to your preferred charity.
Education and Custodial
Business and Corporate
Professional Accounts
Special Purpose Accounts
Managed Accounts
Galleon Flagship Services
Galleon is our premium account management services for investors with $100,000 or more in total household assets
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.