Trust & Estate Accounts
For Families, Individuals, and Businesses

We offer professionally managed trust accounts for investors wishing to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. We offer legally established taxable living, revocable, irrevocable and testamentary trusts. They must already have the trust created by an Attorney and then they may open a brokerage account with Global Advisers.

Not just for the wealthy

Trusts are often the outcome of a well-thought out estate plan. They allow you to direct how your assets are managed during your life and after your death. Creating a trust is a collaborative effort involving you, your financial adviser, and tax and estate lawyers. Galleon Trust and Estate services provides professional fiduciary services to help ensure the legacy you desire is carried out according to your wishes.

Trusts are typically used in a variety of ways including:

• Controlling asset distributions (especially for minor children) over time
• Protecting heirs from family disputes
• Providing for a disabled or special needs family member
• Charitable donations
• Managing assets in the event you become incapacitated

Your life, dreams, & legacy

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.

Elements of an estate plan

• A will lets you specify your wishes, including how you want your property distributed, who will administer your estate and who will care for your minor children.
• A trust  holds your assets for the benefit of one or more people (you, your spouse, and your children). You’ll need an attorney’s assistance to create a trust.
• Life Insurance proceeds are paid to a beneficiary at your death.
• Gifts are transfers of property made during your life to family, friends or charity.
• Tax exclusions are available as important estate planning tools.

Make charitable giving part of your tax strategy.

Our charitable accounts provide an efficient and effective way to make a charitable impact. We provide advice on which charities you might want to consider making a donation, help you determine how the charity allocates its funds, and we make the donation out of our own pocket, not yours.

The unique structure of a donor-advised fund allows you to be strategic about giving and manage your charitable donations in a tax-effective, flexible, and convenient way. Outside the immediate benefits, such as a charitable tax deduction, our philanthropic accounts also offer your charitable contributions the opportunity to grow tax-free through a variety of investment options that span the risk spectrum. Discover how our investments help you give more through a donor-advised fund.