There are two types of joint accounts.

A Joint Tenants with Right of Survivorship (JTWROS) account, which has two or more account owners, with each person having an undivided interest in the entire property. Upon the death of one account owner, the remaining account holder(s) retain(s) the rights to the entire account.

There is also a Tenants in Common (TIC) account, which has two or more account owners with each person owning a specified percentage of the entire property. Upon the death of one of the account owners, that person’s estate holds the right to their percentage of the account. Non-resident aliens are not eligible for this account type.

If you are unsure which type is right for your specific situation, contact us and we’ll guide you through the entire process.

There is no-minimum funding required to open an account. However, in order to receive Galleon Flagship Services, the following minimums apply.

Global Advisers Investment Services

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Ext — 1402

Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
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Galleon Trust and Estate

Your legacy transcends money — it also encompasses your values. Your wishes and dreams may include using your assets to help secure your family’s future or you may choose to support another cause close to your heart. This might be your favorite charity, your community or your place of worship, to name a few.