Trust & Estate Accounts for

Individuals, Families, & Businesses

Trust & Estate Accounts
For Families, Individuals, and Businesses

What are you saving for?

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.

Protect and manage your trust account's assets with Galleon Flagship Trust and Estate Services

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

Protect and manage your trust account's assets with Galleon Flagship Trust and Estate Services

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.

Protect and manage your trust account's assets with Galleon Flagship Trust and Estate Services

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.

+ Overview

What are you saving for?

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.
+ Trust

Protect and manage your trust account's assets with Galleon Flagship Trust and Estate Services

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

+ Estate

Protect and manage your trust account's assets with Galleon Flagship Trust and Estate Services

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.

+ Charitable

Protect and manage your trust account's assets with Galleon Flagship Trust and Estate Services

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.

Galleon Flagship Trust and Estate Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1907


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

Galleon Flagship Trust

The Galleon Flagship Trust Account protects your trusts assets, and allows you to manage your investments. This account has all of the standard features of a brokerage account, plus it helps you prepare the way for easier management and protection of the assets within your trust account after your passing.

Estate Planning

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.

Galleon Flagship Services

Galleon is our premium account management services for investors with $100,000 or more in total household assets who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning

Charitable Equity Opportunities

The Global Advisers Charitable Equity Opportunities Account (CEO) makes it easy for you to invest in a portfolio of companies that demonstrate a high-level of corporate giving, while also making a donation to your favorite charity—using our money to make the donation, not yours. We donate a percentage of our fees to your favorite charity.