Private Wealth Management for families, individuals, and businesses
Galleon Flagship Platinum is our premium account management services for clients with total assets over $1,000,000 US
We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with dedicated client service, robust execution capabilities, and innovative technologies.
As a Flagship Platinum client at Global Advisers, you get personalized services reserved for our high-net-worth investors.
Helping you look at your wealth holistically is important to us. You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment and wealth management needs.
Your Private Wealth Advisor provides you and your family with an exceptional level of service and the insights and resources needed to help you achieve your goals.
You’ll have access to these important benefits:
Financial advice from an experienced financial professional through Galleon’s Personal Advisor Services—anytime. Our advisors can help you with specific investment questions or provide ongoing advisory and portfolio management services.
Our Private Wealth Management Solutions are designed for U.S. and international individuals , families, and organizations who have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a liquidity event. When you partner with Global Advisers, your questions help us understand your financial goals, and our answers help you to achieve your long term objectives.
Galleon Flagship Platinum Services
Interested in our services? Speak with a financial professional.
Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Private Wealth Management
As a wealthy individual, family, or organization, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Successful wealth management is an integrated and ...