GALLEON FLAGSHIP SOLUTIONS

FOR GALLEON FLAGSHIP CLIENTS

Galleon Flagship Solutions

Investment and financial solutions for investors with $50,000 or more in total household assets, with complex wealth, international, estate, trust, tax, planning, and philanthropic situations that require unique solutions.

No matter how much you invest with Global Advisers, you benefit from highly competitive long-term performance, superior service, and ultra-low-costs.

Our premium account management services offering comprehensive financial management for clients with total assets over $100,000 US.

Based on the size of your account, you can also enjoy these benefits:

 Flagship PlatinumFlagship GoldFlagship Select
Over $1,000,000$100,000 to $1,000,000$50,000 to $100,000
Wealth Analytics and Solutions
Personalized Estate, Trust, and Financial Planning
Portfolio Construction
Technical Insights
Philanthropy Management
Family Office Advisory
Lifestyle Advisory
Cash Management and Lending
Family Governance and Legacy
Dedicated Financial Adviser
Dedicated Wealth Management Team
Portfolio Management
Trust ServicesFee Based
Account Service Fees

Galleon Flagship Platinum

Our premium account management services offering comprehensive financial management for clients with total assets over $1,000,000 US.

Flagship Platinum

Galleon Wealth Management

Our Wealth Managers focus on your financial goals and objectives. They serve a select number of both 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 guide us towards a solution. They help us understand your financial goals, and our answers help you to achieve your objectives.

Galleon Flagship Gold

Our premium account management services offering comprehensive financial management for clients with total assets between $100,000 and $1,000,000 US.

Flagship Gold

Galleon Asset Management

Galleon Core Accounts provide an ultra-low-fee option that covers all asset classes, sectors, and industries. Combined with our decades of expertise in investment management, we identify opportunities for our clients that align with current political, economic, social, environment, and market conditions.

Galleon Flagship Select

Our premium account management services offering comprehensive financial management for clients with total assets between $50,000 and $100,000 US.

Flagship Select

Prime Accounts

With a Prime Account, you can purchase stocks, bonds, mutual funds, ETF’s, or any other marketable security with the professional guidance of a Financial Adviser*. Whether you’re getting married, having a baby, reaching retirement, or going through a major life event, we can help set you on the path towards your future goals. You also get online education courses and seminars, easy account management, and access to thousands of no-load mutual funds and ETFs.
Overview

Galleon Flagship Solutions

Investment and financial solutions for investors with $50,000 or more in total household assets, with complex wealth, international, estate, trust, tax, planning, and philanthropic situations that require unique solutions.

No matter how much you invest with Global Advisers, you benefit from highly competitive long-term performance, superior service, and ultra-low-costs.

Our premium account management services offering comprehensive financial management for clients with total assets over $100,000 US.

Based on the size of your account, you can also enjoy these benefits:

 Flagship PlatinumFlagship GoldFlagship Select
Over $1,000,000$100,000 to $1,000,000$50,000 to $100,000
Wealth Analytics and Solutions
Personalized Estate, Trust, and Financial Planning
Portfolio Construction
Technical Insights
Philanthropy Management
Family Office Advisory
Lifestyle Advisory
Cash Management and Lending
Family Governance and Legacy
Dedicated Financial Adviser
Dedicated Wealth Management Team
Portfolio Management
Trust ServicesFee Based
Account Service Fees
Flagship Platinum

Galleon Flagship Platinum

Our premium account management services offering comprehensive financial management for clients with total assets over $1,000,000 US.

Flagship Platinum

Galleon Wealth Management

Our Wealth Managers focus on your financial goals and objectives. They serve a select number of both 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 guide us towards a solution. They help us understand your financial goals, and our answers help you to achieve your objectives.

Flagship Gold

Galleon Flagship Gold

Our premium account management services offering comprehensive financial management for clients with total assets between $100,000 and $1,000,000 US.

Flagship Gold

Galleon Asset Management

Galleon Core Accounts provide an ultra-low-fee option that covers all asset classes, sectors, and industries. Combined with our decades of expertise in investment management, we identify opportunities for our clients that align with current political, economic, social, environment, and market conditions.

Flagship Select

Galleon Flagship Select

Our premium account management services offering comprehensive financial management for clients with total assets between $50,000 and $100,000 US.

Flagship Select

Prime Accounts

With a Prime Account, you can purchase stocks, bonds, mutual funds, ETF’s, or any other marketable security with the professional guidance of a Financial Adviser*. Whether you’re getting married, having a baby, reaching retirement, or going through a major life event, we can help set you on the path towards your future goals. You also get online education courses and seminars, easy account management, and access to thousands of no-load mutual funds and ETFs.
Solutions

When it comes to your wealth, the answers to your questions could be your most valuable asset.

From the first conversation you have with one of our investment managers, we address risk, goals, and other concerns pertaining to your particular situation. We are clear on the fees we charge, where your money is invested, and how your investments are performing.