Wealth Management

Global Advisers understands the complexities of business ownership and can support you through every stage by working together to define your goals and help your business thrive.

Growth planning and solutions

Galleon Wealth Management

At Galleon Wealth Management, we have the expertise to help you find the solutions that will allow you to maintain your lifestyle while leaving a legacy that will outlive you in the way you want.

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Explore Galleon Wealth Management Services

Our services for high-net-worth clients help you manage your wealth with confidence. Our financial experts are familiar with the special circumstances that accompany extraordinary wealth. We’ll have a conversation about them and work with you to develop a preventative, individualized wealth strategy that employs Galleon’s comprehensive services.

You, your family, and your business can count on custom solutions built on the following services:

  • Planning
  • Investments
  • Private banking
  • Capital markets
  • Estate services
  • Family dynamics expertise
  • Private health care services
  • Impact and philanthropy
  • Wealth protection solutions
  • Lifestyle services, including private aviation, college admissions counseling and household staffing
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