Private Wealth Management
Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.
Private Wealth Management
Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.
Trusted Wealth Guidance
A highly selective client experience allows Galleon to deliver personalized advice, thoughtful coordination, and direct access to the resources best suited to your needs.
Connected Resources
We bring together investment capabilities, specialized resources, and an extensive professional network to address the full scope of your financial needs.
The Private Wealth Architecture
Significant wealth can create needs that extend well beyond traditional investment management. Galleon Wealth Management brings specialized capabilities together across wealth planning, family office services, investment advice, and private banking.
Coordinating wealth decisions with their tax implications.
Investment, distribution, gifting, charitable, and estate decisions can create different tax consequences depending on timing, ownership, account type, and the assets involved.
Tax considerations are incorporated into the broader wealth strategy and coordinated with the client’s tax professionals when specialized tax advice is required.
A broader set of capabilities for more complex wealth.
Investment advice, wealth planning, family office capabilities, and private banking are brought together around the financial complexities that can accompany significant wealth.
Explore Our Solutions
Discover how we can help you navigate your unique circumstances.
About Galleon Wealth Management
Galleon Wealth Management, a registered DBA of Global Advisers, provides integrated private wealth management for high-net-worth and ultra-high-net-worth individuals, families, and entities with complex financial needs.
Clients working with Galleon have access to a range of services, including investment management, estate and legacy planning, charitable giving, and coordination with outside legal and tax professionals.
Customized Investment Management
We build and manage portfolios around each client’s objectives, liquidity needs, tax considerations, risk profile, and broader financial circumstances.
Tax, Estate & Legacy Coordination
We coordinate investment strategy with tax, estate, charitable, and wealth-transfer priorities to support the efficient management and preservation of wealth across generations.
Family Office & Complex Wealth Solutions
We provide integrated oversight for complex financial lives, coordinating investments, private assets, business interests, philanthropy, and outside professional advisers within a broader wealth strategy.
Discover Our Offerings
Wealth Planning
Specialized Services
Investment Advice
Private Banking
Private Wealth Management
When it comes to your wealth, clarity matters.
Private Wealth Management
Designed for those seeking more than conventional planning, we provide a personalized approach to investment strategy, wealth preservation, and legacy design—delivered with discretion, clarity, and depth.
Important Disclosures
Galleon Wealth Management is a registered DBA owned by Global Advisers. Galleon Wealth Management is not a separate legal entity, and Global Advisers, LLC provides all investment advisory services offered under the Galleon Wealth Management name. 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.
Let’s Talk
800.832.8514
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