Our Wealth Management Solutions offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth and investment management strategies, understand their financial goals, and design customized solutions that meet their increasingly complex needs. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities, innovative technologies, and dedicated client service. The result is a long-term partnership structured around a sound investment strategy that strives to achieve long-term results that are consistent with your goals & objectives.
Galleon Wealth Management
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As a client at Global Advisers, you get personalized services reserved for our high-net-worth investors.
Helping you look at your wealth holistically is important to us. You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment and wealth management needs.
Your Wealth Advisor 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.