Galleon Flagship Estate Account
Protect and manage your trust accounts’ assets with Galleon Flagship Trust and Estate Services. 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.
AccountsIndividuals & FamiliesIndividualJoint(JTWROS)Joint(TIC)
Retirement & IRAsTraditional IRAROTH IRASEP IRARollover IRA401(k) and 403(b) Rollovers
Trust, Estate & CharitableGalleon Flagship TrustGalleon Flagship EstateCharitable Equity Opportunities (CEO)
Education & Custodial529 PlansCustodialEducation Savings
Special Purpose Accounts Impact InvestingGreen PortfoliosHedge FundsMedical
Businesses & CorporationsCorporationPartnershipLimited Liability CompanyEmployee Retirement PlansGeneral Business Investing
Professional AccountsAdvisersInstitutionalMoney Management
Your legacy transcends money. It 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.
Galleon Flagship Trust and Estate Services focus on important issues to help you establish an estate plan, develop your will, create a trust, consider life insurance needs, consider gifting and philanthropic activities, and learn more about tax exclusion. Together with your accountant and attorney, we help you prepare your estate, which includes evaluating current income and future income, annual expenses, current personal and/or business balance sheet, and tax implications of federal transfer taxes, state death taxes and federal income taxes