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

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.

Business Retirement Plans

Whether you are a sole proprietor looking for a SEP IRA, or a larger company with many employees interested in exploring retirement plans for your …

Retirement Planning

Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

SEP IRA & Small Business Plans

High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.