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 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.
