Wealth Management Solutions
Entrepreneurs face unique financial challenges. Global Advisers helps business owners integrate personal and business planning, reduce taxes, manage risk, and build wealth.
Galleon Wealth Management is built on trust, respect, and a deep understanding of your financial goals. We form lifelong partnerships with our clients so they can appreciate financial growth, security, and the privacy they deserve.
About Us
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.
Discover Our Offerings
Wealth Planning
Investment Advice
Specialized Services
Private Banking
Wealth Planning for Business Owners
Entrepreneurs and business owners face a distinct set of financial challenges—and opportunities. At Global Advisers, we help owners build durable wealth both inside and outside their companies. From startup to succession, our solutions integrate tax strategies, entity structuring, insurance, and investment planning.
Why Business Owners Need Specialized Financial Planning
Entrepreneurs face unique planning needs—irregular income, concentrated equity, pass-through taxation, and succession concerns. Without integrated financial advice, wealth often leaks through poor tax alignment or missed planning windows.
Global Advisers delivers advanced strategies that help protect business-generated wealth and align it with your long-term personal goals.
Planning for Exit, Liquidity & Legacy
For many owners, the business is their retirement plan. We help you value your company, prepare for sale, and structure the transaction to maximize after-tax proceeds. If you’re not ready to sell, we help design partial liquidity events or succession strategies that preserve control.
After exit, our work continues. We provide guidance on managing sudden wealth, structuring family enterprises, and aligning your financial plan with philanthropic or multigenerational goals.Global Advisers provides customized wealth planning for creatives, grounded in our deep understanding of non-traditional income, brand value, and legacy goals.
Optimize Taxes Across Business and Personal Assets
Tax efficiency isn’t just about reducing income taxes. It’s about coordinating entity structure, business distributions, investment gains, and exit proceeds in a way that minimizes drag across the entire financial picture. This includes:
Build Retirement on Your Terms
We design retirement strategies that take into account uneven income, business value as a retirement asset, and options to fund tax-advantaged plans before and after exit. Key areas of focus include:
While we do not provide legal services, we collaborate with your attorneys to help ensure your financial strategies reflect your goals.
Preserve Wealth Beyond the Business
After years of effort, your business should fuel your long-term financial independence. We help you protect that wealth through risk management and estate integration. This includes:
Our role is to ensure your financial strategy captures the full value of your hard work.
Specialized Services for Business Owners
Related Solutions
Supporting Your Business and Beyond
Your business should fuel—not overshadow—your long-term financial independence. We help you align business success with personal wealth outcomes.
Whether you’re scaling, exiting, or reimagining your next chapter, our team helps you protect what you’ve built and plan strategically for what comes next.
Ready to Explore Options?
Decades of trusted experience guiding professionals through complex financial decisions.
Let’s Talk
800.832.8514
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