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.

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

 

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.View Account Details »

The Galleon Trust Account

A Galleon Trust account allows the account owner 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. Global Advisers offers 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. Assets in the account are managed by a Financial Adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View details >

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

  • 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.

View Account Details »

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.Read More »

+ 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.

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

 

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.View Account Details »

The Galleon Trust Account

A Galleon Trust account allows the account owner 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. Global Advisers offers 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. Assets in the account are managed by a Financial Adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View details >

+ 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

  • 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.

View Account Details »

+ 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.Read More »

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

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...

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 ...

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life…

Galleon Flagship Trust Account

A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage…

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who …

Galleon Flagship Estate Account

Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.

Financial Planning

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Estate Planning

It’s never too early to begin thinking about your legacy or to design your estate plan. Your legacy transcends money — it also encompasses your values. A plan …

Charitable Equity Opportunities Account

Make a donation to your favorite charity—using our money, not yours

Asset Management

Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that …