Private Wealth Management Services

Galleon Wealth Management is the private client division of Global Advisers, serving individuals and families with complex financial needs and significant wealth. Designed for those seeking more than conventional planning, Galleon provides a personalized approach to investment strategy, wealth preservation, and legacy designโ€”delivered with discretion, clarity, and depth.

Clients of Galleon receive custom portfolio construction, strategic tax and estate coordination, and sophisticated credit and liquidity solutions.

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What Galleon Offers

Galleon Wealth Management is a separate division of Global Advisers, LLC that provides private wealth services to individuals, families, and entities with complex financial needs. The Galleon platform is designed for clients with substantial assets who require tailored planning, investment, and coordination across multiple aspects of their financial lives.

Clients working with Galleon have access to a range of services that may include investment management, estate and legacy planning support, credit and liquidity structuring, charitable giving guidance, and coordination with outside legal and tax professionals. Galleon serves high-net-worth and ultra-high-net-worth clients through a fully integrated advisory experience. Services include:

  • Investment Strategy: Development of strategies based on client goals and risk preferences, including asset allocation, portfolio construction, and access to alternative and tax-aware investment options.

  • Estate and Legacy Coordination: Support in coordinating with legal and tax professionals on wealth transfer, trust planning, and multigenerational strategies.

  • Liquidity and Credit Solutions: Assistance in identifying credit options such as securities-based lending, real estate financing, and other liquidity strategies through third-party providers.
  • Charitable and Impact Planning: Guidance on charitable giving strategies, including donor-advised funds, private foundations, and values-aligned investment approaches.

Who We Serve

Galleon Wealth Management is designed for individuals and families with significant financial complexity, including:

  • Substantial investable assets
  • Ownership of private businesses or professional practices
  • Cross-border or multijurisdictional planning considerations
  • Estate and tax planning needs
  • Philanthropic interests
  • Next-generation education and family governance planning

Related Solutions

Trust and Estate

Trust and estate solutions that protect your legacy, streamline wealth transfer, and coordinate with legal professionals for long-term security.

Retirement

Strategic retirement planning integrating income modeling, asset allocation, and withdrawal strategies to support lifestyle and legacy goals.

Banking

Integrated private banking solutions offering liquidity access, credit management, and cash optimization tailored to complex financial needs and goals.

Expert Advisors. Customized Solutions.

Our private wealth advisors provide unmatched resources, access, and expert guidance to enhance and optimize both your wealth and your ability to make a difference. Your advisor is aligned with your objectives and principles, meticulously tailoring everything Global Advisers has to offer to your benefit. Explore our comprehensive services below and arrange a consultation today.

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We offer holistic private wealth management services for clients beginning at $2,000,000 in investable assets.

We offer holistic private wealth management services for clients beginning at $2,000,000 in investable assets.

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FAQ About Private Wealth Management

Insights

  • February 13, 2023

    Private Wealth Management: Navigating Your Wealth with Precision and Expertise

Important Disclosures

Galleon Wealth Management is a division of Global Advisers, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Services referenced above may not be suitable for all investors and are subject to eligibility and risk considerations. Investment products are not FDIC-insured, may lose value, and are not guaranteed.

Some services, including lending, legal, or tax planning, may involve coordination with unaffiliated third parties. Global Advisers, LLC does not provide legal or tax advice. Clients are encouraged to consult their own legal and tax advisors before implementing any strategy.

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