Galleon Flagship Gold is our premium account management services for clients with total assets between $100,000 and $1,000,000 US. We work closely with 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.
OUR SOLUTIONS
Galleon Flagship Gold
× SolutionsGalleon Flagship Solutions ⚑ Galleon Flagship PlatinumGalleon Flagship GoldGalleon Flagship SelectGalleon Wealth ManagementGalleon Managed Futures Individuals and FamiliesRetirementSavingsIncomeGrowthInvesting Businesses and CorporationsBusiness InvestingCash Flow StrategiesRetirement PlansValuation and Risk AnalysisBusiness Planning Financial ProfessionalsAdvisers and ConsultantsInstitutionsMoney Managers |
Galleon Flagship Gold is our premium account management services for clients with total assets between $100,000 and $1,000,000 US
We work closely with 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 Gold services include:
Personalized Estate, Trust, & Financial Planning
As a Flagship Gold client at Global Advisers, you get personalized services.
We look at your wealth holistically. 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.
Exclusive benefits
Your Wealth Manager 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 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
800-832-8514Ext — 1402Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Retirement Solutions
Our approach takes the stress out of planning for retirement. Learn how our retirement strategies helped others to live life on their terms.
Seeking Income
If you are seeking income from your investments, we can show you strategies and help you identify opportunities are present even in a low interest rate environment…