OUR SOLUTIONS

FOR GALLEON FLAGSHIP GOLD CLIENTS
Professional Investment and Wealth Management

Galleon Flagship Gold

SOLUTIONS FOR GALLEON FLAGSHIP CLIENTS
Wealth Management for families, individuals, and businesses

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:

Wealth Analytics & Solutions

Portfolio Construction

Personalized Estate, Trust, & Financial Planning

Family Governance & Legacy

Insurance Solutions

Technical Insights

Cash Management & Lending

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 planningtrust servicesfinancial 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

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

800-832-8514


Ext — 1402


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

Valuation and Risk Analysis

Even with the most conservative investments, risk is unavoidable. Yet, many firms don’t pay enough attention to the risks their clients face and how it affects …

Solutions for Businesses

Starting your business was a big deal – something you might only do once in your life. Don’t risk getting it wrong now.

US citizens living anywhere in the world and US resident aliens may open cash or margin Individual Retirement Accounts (IRAs).

IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:

  • No cash borrowing (i.e. cannot have a debit balance or short stocks).
  • IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
  • Withdrawals are permitted only in USD.*
  • No stock or option cross-margining.
  • No currency borrowing.
  • Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.

Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.