Trust & Estate Services
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 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.
|Account Type||Minimum to Open (US)||Features||Investment Choices|
|Trust||No Minimum||Professionally Managed
Automatic Asset Allocation
|Unlimited, based on trust agreement|
A joint account with rights of survivorship (JTWROS) is a brokerage account with more than one owner, with each person having an undivided interest in the entire property. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
|Account Structure||Minimum to Open (US)||Benefits|
|Asset Management||$50,000||Premium Select|
|Wealth Management||$100,000||Galleon Flagship Gold|
|Private Wealth Management||$1,000,000||Galleon Flagship Platinum|
Charitable and Philanthropic
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.
Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
|Account Type||Minimum to Open|
|Philanthropic||Charitable Equity Opportunities Account $25,000|
|Special Purpose||Impact Investing Account $10,000|
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