Family Office Services
Family Office Services
Family Office Services
Global Advisers delivers an integrated family office platform designed to help ultra-affluent families manage, preserve, and transition wealth across generations. Our approach aligns strategic oversight with operational execution to reduce complexity, enhance clarity, and preserve family harmony.
Family Office Services
When it comes to your wealth, clarity matters.
Family Office Services
Global Advisers delivers an integrated family office platform designed to help ultra-affluent families manage, preserve, and transition wealth across generations. Our approach aligns strategic oversight with operational execution to reduce complexity, enhance clarity, and preserve family harmony.
Family Office Solutions
Our family office solutions provide coordinated oversight across investments, planning, liquidity, risk, and multigenerational wealth.
Family Office Solutions
Our family office solutions provide coordinated oversight across investments, planning, liquidity, risk, and multigenerational wealth.
Trusted Wealth Guidance
A highly selective client experience allows us to deliver personalized advice, thoughtful coordination, and direct access to the resources best suited to your needs.
Connected Resources
We bring together investment capabilities, specialized resources, and an extensive professional network to address the full scope of your financial needs.
The Family Office Operating System
Complex wealth can create investment, planning, administrative, family, and business responsibilities that must be managed together. Family office services provide the structure for coordinating them.
One event can change the entire family balance sheet.
A business sale can convert concentrated ownership into liquid wealth while simultaneously creating investment, tax, estate, liquidity, reporting, and family decisions.
Coordination becomes a capability of its own.
Family office services provide coordinated oversight across the financial, investment, administrative, business, and family responsibilities that can surround significant wealth.
Investment Management
Investment Strategy & Oversight
Coordinate asset allocation, portfolio construction, external managers, concentrated positions, risk, and performance across the family’s investment assets.
Private Markets & Alternative Investments
Evaluate private equity, private credit, hedge funds, real estate, and other alternative investments within the context of the total portfolio.
Financial Planning
Strategic Financial Planning & Modeling
Model cash flow, future capital requirements, major financial decisions, retirement, and long-term family objectives across the broader balance sheet.
Liquidity, Lending & Capital Planning
Coordinate liquidity reserves, borrowing strategies, securities-based lending, real estate financing, and other capital needs with investment and financial objectives.
Wealth Protection & Transfer
Estate, Tax & Wealth Transfer Coordination
Coordinate investment and financial decisions with attorneys, accountants, trustees, and other professionals responsible for tax, estate, trust, and multigenerational planning.
Risk, Insurance & Family Protection
Evaluate insurance, liquidity, income protection, and other financial risks that could materially affect family wealth.
Family & Legacy
Family Governance & Continuity
Establish clearer frameworks for financial decision-making, family communication, next-generation preparation, and continuity across generations.
Philanthropy & Legacy
Coordinate charitable giving, donor-advised funds, foundations, appreciated assets, and other philanthropic strategies with the family’s broader financial and estate objectives.
Family Office Administration & Special Situations
Consolidated Reporting & Financial Administration
Bring accounts, custodians, entities, liabilities, cash flow, and other financial information together to provide a consolidated view of the family’s financial position.
Business Interests & Liquidity Events
Incorporate closely held businesses, real estate interests, ownership transitions, sales, and other liquidity events into the family’s investment and long-term financial strategy.
Discover Our Offerings
Wealth Planning
Specialized Services
Investment Advice
Private Banking
Explore Our Solutions
Discover how we can help you navigate your unique circumstances.
Important Disclosures
Galleon Wealth Management is a registered DBA owned by Global Advisers. Galleon Wealth Management is not a separate legal entity, and Global Advisers, LLC provides all investment advisory services offered under the Galleon Wealth Management name. Services referenced above may not be suitable for all investors and are subject to eligibility and risk considerations. Investment products are not FDIC-insured, may lose value, and are not guaranteed.
Some services, including lending, legal, or tax planning, may involve coordination with unaffiliated third parties. Global Advisers, LLC does not provide legal or tax advice. Clients are encouraged to consult their own legal and tax advisors before implementing any strategy.
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