Galleon Flagship
Trust & Estate Services

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.

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
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.

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

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
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.

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
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.

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
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

Trust and Estate

You are an individual seeking professional advice and guidance on your investments, financial plan, and management of your net worth. You’re a married couple either just starting out, or you’ve been married for many years and need someone to provide an investment and wealth preservation strategy for your hard-earn money. You’r a high-net-worth individual or family that requires financial and managerial expertise in managing you money. Whoever you are, we are here to provide this type of help and much more.

Trust

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.

View details >

Estate

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.

View account details >

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.

Learn more >

Account Type Minimum to Open
Philanthropic Charitable Equity Opportunities Account $25,000
Special Purpose Impact Investing Account $10,000
Select by Type, or VIEW ALL ACCOUNTS

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.