We work with clients to maximize the value of their family capital through the transfer and preservation of the family’s shared values, and the creation of an enduring family legacy. The challenge of passing financial wealth on to descendants is often more complicated and daunting than planning for gift or estate tax. However, there is a solution.

We help you address the complexities of transferring wealth from generation to generation, advising on specific strategies designed to preserve values and create an enduring family legacy. We work with you to find processes, structures and strategies that help you and your family use your financial capital to strengthen, enhance, and perpetuate meaningful, fulfilling and engaged lives.

Working with your legal and tax advisors, we assist families in creating and implementing processes and structures designed to address the challenges of intergenerational wealth transfer. While every family is different, we have helped some of the world’s most prominent families, in coordination with their outside advisors, focus on the following:

  • Creating family mission statements
  • Creating family governance structures and family governance documents
  • Structuring and leading family meetings and family retreats
  • Creating business succession plans
  • Advising on family offices or alternative structures
  • Integrating the family’s shared values into its estate planning or wealth management vehicles
  • Advising on the family’s global wealth structuring issues
  • Creating strategies to help address the challenges that a troubled family may face
  • Creating strategies to enhance the integrity of the family’s wealth management structures, and to help preserve and enhance the independence and protection of fiduciaries

Global Advisers Investment Services

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


Ext — 1402

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

Retirement Planning

Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to …

Galleon Estate Planning

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, to name a few.