Trust Accounts

Galleon Trust and Estate services provides professional fiduciary services to help ensure the legacy you desire is carried out according to your wishes.

Galleon Trust and Estate services provides professional fiduciary services to help ensure the legacy you desire is carried out according to your wishes.

What matters most to you?

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 assets

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. 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.

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

Make charitable giving part of your tax strategy.

Our charitable accounts provide an efficient and effective way to make a charitable impact. 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.

Next Steps

If you know which account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

What matters most to you?

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 assets

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. 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.

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

Make charitable giving part of your tax strategy.

Our charitable accounts provide an efficient and effective way to make a charitable impact. 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.

Next Steps

If you know which account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.
Overview

What matters most to you?

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 assets

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. 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.

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

Charitable

Make charitable giving part of your tax strategy.

Our charitable accounts provide an efficient and effective way to make a charitable impact. 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.
Next Steps

Next Steps

If you know which account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.
Galleon Trust and Estate

Galleon Flagship Trust

The Galleon Flagship Trust Account protects your trusts assets, and allows you to manage your investments. This account has all of the standard features of a brokerage account, plus it helps you prepare the way for easier management and protection of the assets within your trust account after your passing.

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