Galleon Flagship Trust and Estate Services

Percentage of Families with no long-term investment strategy

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.

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.

Trust and Estate Accounts

TRUST

Trust and estate accounts are useful for administering assets that are subject to trust or estate terms. Estate accounts are set up to administer a person’s estate after death. Trust accounts hold assets until they are used on behalf of family members or other beneficiaries.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

ESTATE

A joint account lets two or more individuals invest in stocks, bonds, mutual funds, ETF’s, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

CHARITABLE

Invest on behalf of a child with this taxable account. The funds can be used for any expenses, including education.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Learn more about College Planning
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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

Accounts for Individuals & Families

Trust and estate accounts are useful for administering assets that are subject to trust or estate terms. Estate accounts are set up to administer a person’s estate after death. Trust accounts hold assets until they are used on behalf of family members or other beneficiaries.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

An individual account lets you invest in everything from stocks and bonds to mutual funds, ETFs, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $100,000 Managed; $5,000 Prime
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

A joint account lets two or more individuals invest in stocks, bonds, mutual funds, ETF’s, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.
Name:*
E-mail:*
Subject:*
Message:*

Global Advisers Trust and Estate Services

Interested in our services? Speak with a financial professional.

800-832-8514

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