Private Wealth Management for families, individuals, and businesses

Galleon Flagship Platinum is our premium account management services for clients with total assets over $1,000,000 US

We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with dedicated client service, robust execution capabilities, and innovative technologies.

Flagship Platinum services include:

As a Flagship Platinum client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

Helping you look at your wealth holistically is important to us. You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment and wealth management needs.

These include specialists in areas such as estate planning, trust services, financial planning and advice, and philanthropy.

Exclusive benefits

Your Private Wealth Advisor provides you and your family with an exceptional level of service and the insights and resources needed to help you achieve your goals.

You’ll have access to these important benefits:

Financial advice from an experienced financial professional through Galleon’s Personal Advisor Services—anytime. Our advisors can help you with specific investment questions or provide ongoing advisory and portfolio management services.

Our Private Wealth Management Solutions are designed for U.S. and international individuals , families, and organizations who have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a liquidity event. When you partner with Global Advisers, your questions help us understand your financial goals, and our answers help you to achieve your long term objectives.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


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

Galleon Flagship Estate Account

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…

The Galleon IRA

As Individual As You

Galleon Flagship Trust Account

A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage…

Retirement Planning

Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

SEP IRA & Small Business Plans

High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.