GALLEON FLAGSHIP SOLUTIONS

FOR GALLEON FLAGSHIP CLIENTS

Galleon Flagship Solutions

Premium investment and financial solutions for investors with $100,000 or more in total household assets, with complex wealth management, international, estate, trust, tax, planning, and philanthropic situations that require unique solutions.
Our premium account management services offering comprehensive financial management for clients with total assets over $1,000,000 US.

Galleon Flagship Estate Account

Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.

Galleon International

Diversified Investing

The Galleon IRA

As Individual As You

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who …

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

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

Galleon Flagship Estate Account

Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.

Galleon International

Diversified Investing

The Galleon IRA

As Individual As You

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who …

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

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

Galleon International

Diversified Investing

The Galleon IRA

As Individual As You

Retirement Planning

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

+ Overview

Galleon Flagship Solutions

Premium investment and financial solutions for investors with $100,000 or more in total household assets, with complex wealth management, international, estate, trust, tax, planning, and philanthropic situations that require unique solutions.
Our premium account management services offering comprehensive financial management for clients with total assets over $1,000,000 US.
+ Flagship Platinum

Galleon Flagship Estate Account

Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.

Galleon International

Diversified Investing

The Galleon IRA

As Individual As You

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who …

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

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

+ Flagship Gold

Galleon Flagship Estate Account

Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.

Galleon International

Diversified Investing

The Galleon IRA

As Individual As You

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who …

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

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

+ Flagship Select

Galleon International

Diversified Investing

The Galleon IRA

As Individual As You

Retirement Planning

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

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.