Galleon Flagship Services

Galleon Flagship™ Solutions

Galleon Flagship™ Solutions provides premium services and solutions for people and institutions worldwide seeking advice and management on their investment capital and charitable endeavors.

Investor Resources

Galleon Flagship™ Solutions

Wealth Management starting at $500,000
As a Galleon Flagship client, you receive exclusive resources including estate planning, trust services, financial planning, and managed philanthropy. And whenever you’re facing a complex situation or a change in circumstances, your investment team coordinates personalized, expert advice that’s tailored to your needs.

Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.

Learn more

Galleon Financial Planning™ takes into consideration all aspects of your wealth and income when preparing your plan. Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs and make your plan more manageable.

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Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world. Our goal is to assist clients in translating their personal values and family legacies into results-oriented, strategic giving programs to help them achieve their philanthropic goals. We aim to provide a broad range of services designed to help the nonprofit organizations that support our community to refine and implement their strategies. We all have an opportunity to make a positive change in the world.

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Our Managed Estate and Trust Services help to ensure that your assets are protected. We begin with formulating a strategy that is consistent with your vision and your values. After we develop and present a plan to you, we provide comprehensive management on everything that matters to your estate and trust plans, including changes in regulatory policy and tax laws, and the stocks, bonds, mutual funds, ETFs, and other marketable securities within the trust account. There is literally no other way to take care of something as important as your legacy and your future.

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Use this information to compare Galleon Flagship Services. Contact us if you need some guidance.
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Galleon Flagship™ Solutions

Exclusive wealth management services designed to empower investors worldwide through advisor-led financial planning, investment management, banking, and philanthropic solutions with one primary purpose—to help you achieve your financial goals.

Depending on your specific goals, we match your financial objectives with services and solutions that includes:

Wealth Management

Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.

Learn more

Sustainable Investing

Global Advisers has been involved in sustainable and ESG investing long before it became popular.

Learn more

Financial Planning

We excel at providing exceptional advice and service to clients seeking strategic planning for retirement, college, and other life events.

Learn more

Banking and Lending

Our advisory services do not end with your investments. When you need some guidance on best practices for managing other assets such as cash, checking, or bill pay services, we can help with the decision-making process. Link checking and savings accounts, or a debit Mastercard© to your investment accounts. Mobile check deposits, bill pay, and no ATM fees.

Learn more

Managed Trust and Estate

We provide full-time, comprehensive management on everything that matters to your estate and trust plans, including changes in regulatory policy and tax laws, and the stocks, bonds, mutual funds, ETFs, and other marketable securities within the trust account. There is literally no other way to take care of something as important as your legacy and your future.

Learn more

Managed Philanthropy

Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world.

Learn more

Family Office Solutions

Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning.

Learn more

Galleon Flagship™ Platinum

Designed for high-net-worth clients with unique tax, wealth, estate, family, and charitable giving needs and goals.

Galleon Flagship™ Platinum solutions provide unwavering attention to detail. High-net-worth clients have unique needs and require enhanced services that include portfolio management, financial counseling, prime brokerage, active management, risk management, customized portfolio analytics, premium cash management, estate & trust services, family governance & legacy planning, family office advisory, insurance solutions, lifestyle advisory, managed philanthropy, portfolio construction, tax strategies, technical insights, and wealth analytics & solutions.
Visit Galleon Flagship™ Platinum for details
Galleon Flagship™ Gold

Designed for clients with a considerable level of wealth who seek premium services and advice to help them get to the next level.

We focus on what matters most to you and your family. We handle financial, risk, and advisory management. We help with everything involving your retirement, estate, and trust planning and investing. We also get to know you so we can help you plan your lifestyle the way you want it.
Visit Galleon Flagship™ Gold for details
Galleon Flagship™ Select

Designed for investors who are committed to growing their wealth and want services and advice to help them get to the next level.

As your needs change or become more complex, we guide and advise you on everything from building wealth and financial planning to investment, family, and estate and trust goals. Includes semi-active management, risk management, cash management, insurance solutions, and annual or quarterly portfolio construction.
Visit Galleon Flagship™ Select for details
Galleon Flagship™ Solutions

Account fees and minimums

We offer a comprehensive range of investment options to meet a wide variety of goals. Learn more about our fees below

Galleon Flagship™ Platinum

Custodial Fees:

Monthly service fees: $0
Account opening minimum: $0
Commissions: $0 online listed stock and ETF commissions

Management Fees:

Based on total household assets.

Galleon Flagship™ Gold

Custodial Fees:

Monthly service fees: $0
Account opening minimum: $0
Commissions: determined by the custodian

Management Fees:

Based on total household assets.

Galleon Flagship™ Select

Custodial Fees:

Monthly service fees: $0
Account opening minimum: $0
Commissions: determined by the custodian

Management Fees:

Based on total household assets.

Overview
Galleon Flagship™ Solutions

Exclusive wealth management services designed to empower investors worldwide through advisor-led financial planning, investment management, banking, and philanthropic solutions with one primary purpose—to help you achieve your financial goals.

Depending on your specific goals, we match your financial objectives with services and solutions that includes:

Wealth Management

Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.

Learn more

Sustainable Investing

Global Advisers has been involved in sustainable and ESG investing long before it became popular.

Learn more

Financial Planning

We excel at providing exceptional advice and service to clients seeking strategic planning for retirement, college, and other life events.

Learn more

Banking and Lending

Our advisory services do not end with your investments. When you need some guidance on best practices for managing other assets such as cash, checking, or bill pay services, we can help with the decision-making process. Link checking and savings accounts, or a debit Mastercard© to your investment accounts. Mobile check deposits, bill pay, and no ATM fees.

Learn more

Managed Trust and Estate

We provide full-time, comprehensive management on everything that matters to your estate and trust plans, including changes in regulatory policy and tax laws, and the stocks, bonds, mutual funds, ETFs, and other marketable securities within the trust account. There is literally no other way to take care of something as important as your legacy and your future.

Learn more

Managed Philanthropy

Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world.

Learn more

Family Office Solutions

Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning.

Learn more

Platinum
Galleon Flagship™ Platinum

Designed for high-net-worth clients with unique tax, wealth, estate, family, and charitable giving needs and goals.

Galleon Flagship™ Platinum solutions provide unwavering attention to detail. High-net-worth clients have unique needs and require enhanced services that include portfolio management, financial counseling, prime brokerage, active management, risk management, customized portfolio analytics, premium cash management, estate & trust services, family governance & legacy planning, family office advisory, insurance solutions, lifestyle advisory, managed philanthropy, portfolio construction, tax strategies, technical insights, and wealth analytics & solutions.
Visit Galleon Flagship™ Platinum for details
Gold
Galleon Flagship™ Gold

Designed for clients with a considerable level of wealth who seek premium services and advice to help them get to the next level.

We focus on what matters most to you and your family. We handle financial, risk, and advisory management. We help with everything involving your retirement, estate, and trust planning and investing. We also get to know you so we can help you plan your lifestyle the way you want it.
Visit Galleon Flagship™ Gold for details
Select
Galleon Flagship™ Select

Designed for investors who are committed to growing their wealth and want services and advice to help them get to the next level.

As your needs change or become more complex, we guide and advise you on everything from building wealth and financial planning to investment, family, and estate and trust goals. Includes semi-active management, risk management, cash management, insurance solutions, and annual or quarterly portfolio construction.
Visit Galleon Flagship™ Select for details
Fees
Galleon Flagship™ Solutions

Account fees and minimums

We offer a comprehensive range of investment options to meet a wide variety of goals. Learn more about our fees below

Galleon Flagship™ Platinum

Custodial Fees:

Monthly service fees: $0
Account opening minimum: $0
Commissions: $0 online listed stock and ETF commissions

Management Fees:

Based on total household assets.

Galleon Flagship™ Gold

Custodial Fees:

Monthly service fees: $0
Account opening minimum: $0
Commissions: determined by the custodian

Management Fees:

Based on total household assets.

Galleon Flagship™ Select

Custodial Fees:

Monthly service fees: $0
Account opening minimum: $0
Commissions: determined by the custodian

Management Fees:

Based on total household assets.

As a Galleon Flagship client, you receive exclusive resources including estate planning, trust services, financial planning, and managed philanthropy. And whenever you’re facing a complex situation or a change in circumstances, your investment team coordinates personalized, expert advice that’s tailored to your needs.

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