[vc_row full_width=”stretch_row_content” equal_height=”yes” css_animation=”fadeIn” css=”.vc_custom_1662794192468{margin-top: 0px !important;margin-right: 0px !important;margin-bottom: 0px !important;margin-left: 0px !important;padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}” el_class=”swap-on-mobile”][vc_column css_animation=”none” width=”1/2″ el_class=”account-type-r1-col-1″ el_id=”small-business-solutions” css=”.vc_custom_1662794738366{background-color: #ffffff !important;}”][bsf-info-box icon_size=”32″ el_class=”account-type-left” title_font=”font_family:Lato|font_call:Lato|variant:300″ title_font_style=”font-weight:300;” desc_font=”font_family:Lato|font_call:Lato|variant:300″ desc_font_style=”font-weight:300;” desc_font_color=”#000000″ css_info_box=”.vc_custom_1662797009574{margin-bottom: 0px !important;padding-bottom: 0px !important;}” title_font_color=”#000000″]INVESTOR SOLUTIONS[/bsf-info-box][ultimate_heading source=”post_title” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” el_class=”account-type-left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_style=”font-weight:300;” main_heading_font_size=”desktop:55px;” main_heading_margin=”margin-bottom:10px;” sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_style=”font-weight:300;” sub_heading_font_size=”desktop:20px;” sub_heading_margin=”margin-bottom:35px;”]Helping you navigate the complex, multigenerational challenges of managing significant wealth.

[/ultimate_heading][bsf-info-box icon_size=”32″ title=”1-844-GALLEON” el_class=”contact” title_font=”font_family:Lato|font_call:Lato” title_font_color=”#000000″ desc_font_color=”#000000″ css_info_box=”.vc_custom_1662796841705{padding-top: 20px !important;}”]Monday through Friday, 8 a.m. to 8 p.m., EST[/bsf-info-box][vc_btn title=”Request an Introduction” style=”classic” shape=”round” color=”white” align=”left” link=”url:https%3A%2F%2Fforms.globaladvisers.com%2Frequest-introduction%2F|title:Request%20Introduction” el_class=”about-page-heading-btn” el_id=”investor-solutions”][/vc_column][vc_column parallax=”content-moving” css_animation=”none” width=”1/2″ css=”.vc_custom_1665550341136{background-image: url(https://g3k2f4x6.rocketcdn.me/wp-content/uploads/2022/10/Global-Advisers-Family-Office-Services12.webp?id=141910) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” el_class=”account-type-r1-col-2″][/vc_column][/vc_row][vc_row full_width=”stretch_row” full_height=”yes” equal_height=”yes” parallax=”content-moving” parallax_image=”141908″ css_animation=”fadeIn” disable_element=”yes” el_id=”wwd” el_class=”row-a”][vc_column][vc_row_inner][vc_column_inner width=”1/6″][/vc_column_inner][vc_column_inner width=”2/3″][bsf-info-box icon_size=”32″ icon_animation=”fadeIn” title=”Family Office Services” pos=”square_box” el_class=”wwd-message” title_font=”font_family:Lato|font_call:Lato|variant:700″ title_font_style=”font-weight:700;” desc_font=”font_family:Lato|font_call:Lato” title_font_color=”#ffffff” desc_font_color=”#ffffff”]

Helping you navigate the complex, multigenerational challenges of managing significant wealth.

[/bsf-info-box][/vc_column_inner][vc_column_inner width=”1/6″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row” css_animation=”fadeInUp” bg_type=”bg_color” el_id=”wwd” el_class=”row-1″ bg_color_value=”#192e47″][vc_column][vc_row_inner][vc_column_inner width=”1/6″][/vc_column_inner][vc_column_inner width=”2/3″][bsf-info-box icon_size=”32″ icon_animation=”fadeIn” pos=”square_box” el_class=”wwd-message” title_font=”font_family:Lato|font_call:Lato” title_font_style=”font-weight:300;” desc_font=”font_family:Lato|font_call:Lato” title_font_size=”desktop:34px;” title_font_color=”#ffffff” desc_font_color=”#ffffff” css_info_box=”.vc_custom_1661930765309{padding-bottom: 50px !important;}”]

Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict management, and family endowments.

[/bsf-info-box][/vc_column_inner][vc_column_inner width=”1/6″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row” css_animation=”fadeIn” el_class=”accounts-row” css=”.vc_custom_1662792376895{margin-bottom: 0px !important;padding-bottom: 0px !important;background-color: #f4f4f4 !important;}”][vc_column][vc_row_inner equal_height=”yes” css=”.vc_custom_1662789125728{margin-right: 0px !important;margin-left: 0px !important;background-color: #ffffff !important;}”][vc_column_inner width=”2/3″ css=”.vc_custom_1662791957143{padding-right: 35px !important;padding-left: 45px !important;}”][ultimate_heading main_heading=”Your Interests” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_margin=”margin-bottom:20px;” main_heading_font_size=”desktop:40px;” sub_heading_font_size=”desktop:20px;” main_heading_style=”font-weight:300;” sub_heading_style=”font-weight:300;” el_class=”wms-header”]We support the resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth.[/ultimate_heading][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][/vc_row_inner][vc_tta_tour style=”flat” shape=”square” color=”white” spacing=”” controls_size=”md” active_section=”1″ no_fill_content_area=”true” el_class=”products” css=”.vc_custom_1662792341744{padding-right: 25px !important;padding-bottom: 50px !important;padding-left: 25px !important;background-color: #ffffff !important;}” el_id=”wm”][vc_tta_section i_position=”right” i_icon_fontawesome=”fas fa-chevron-right” add_icon=”true” title=”Solutions” tab_id=”solutions” el_class=”products-section”][vc_row_inner gap=”30″][vc_column_inner][ultimate_heading main_heading=”Solutions” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_margin=”margin-bottom:20px;” main_heading_font_size=”desktop:30px;” sub_heading_font_size=”desktop:20px;” main_heading_style=”font-weight:300;” sub_heading_style=”font-weight:300;” el_class=”wms-header”]We provide access to solutions to help ease administrative burdens— from consolidating your financial reports to helping you manage some of the most complex aspects of your life, including the management of your wealth focused on your family’s long-term interests.

[/ultimate_heading][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_position=”right” i_icon_fontawesome=”fas fa-chevron-right” add_icon=”true” title=”Integration” tab_id=”integration” el_class=”products-section”][vc_row_inner gap=”30″][vc_column_inner][ultimate_heading main_heading=”Integration” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_margin=”margin-bottom:20px;” main_heading_font_size=”desktop:30px;” sub_heading_font_size=”desktop:20px;” main_heading_style=”font-weight:300;” sub_heading_style=”font-weight:300;” el_class=”wms-header”]We help you protect what you will transfer to the next generation—not only your financial assets but also your values. Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning.

[/ultimate_heading][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_position=”right” i_icon_fontawesome=”fas fa-chevron-right” add_icon=”true” title=”Management” tab_id=”management” el_class=”products-section”][vc_row_inner gap=”30″][vc_column_inner][ultimate_heading main_heading=”Management” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_margin=”margin-bottom:20px;” main_heading_font_size=”desktop:30px;” sub_heading_font_size=”desktop:20px;” main_heading_style=”font-weight:300;” sub_heading_style=”font-weight:300;” el_class=”wms-header” margin_design_tab_text=””]As your needs and goals change, so do your taxes and estate planning needs. Meeting at regular intervals helps everyone revisit and update the information from the discovery meeting, and update your plan and your investments as appropriate.
[/ultimate_heading][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_position=”right” i_icon_fontawesome=”fas fa-chevron-right” add_icon=”true” title=”Philanthropy Management” tab_id=”philanthropy-management” el_class=”products-section”][vc_row_inner gap=”30″][vc_column_inner][ultimate_heading main_heading=”Philanthropy Management” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_margin=”margin-bottom:20px;” main_heading_font_size=”desktop:30px;” sub_heading_font_size=”desktop:20px;” main_heading_style=”font-weight:300;” sub_heading_style=”font-weight:300;” el_class=”wms-header”]We provide strategic advisory solutions that can help you achieve your philanthropic goals.

[/ultimate_heading][ult_createlink title=”Learn more” btn_link=”url:https%3A%2F%2Fglobaladvisers.com%2Fwhat-we-do%2Fmanaged-philanthropy%2F” link_hover_style=”Style_6″ text_hovercolor=”#2aa2ff” dot_color=”#2aa2ff” text_style=”left” font_family=”font_family:Lato|font_call:Lato|variant:300″ css=”.vc_custom_1665551399153{margin-top: 20px !important;}” heading_style=”font-weight:300;” title_font_size=”desktop:18px;”][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_position=”right” i_icon_fontawesome=”fas fa-chevron-right” add_icon=”true” title=”Family Governance and Dynamics” tab_id=”family-governance-and-dynamics” el_class=”products-section”][vc_row_inner gap=”30″][vc_column_inner][ultimate_heading main_heading=”Family Governance and Dynamics” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_margin=”margin-bottom:20px;” main_heading_font_size=”desktop:30px;” sub_heading_font_size=”desktop:20px;” main_heading_style=”font-weight:300;” sub_heading_style=”font-weight:300;” el_class=”wms-header”]Our dedicated professionals can help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction in coordination with your outside advisors.

[/ultimate_heading][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_position=”right” i_icon_fontawesome=”fas fa-chevron-right” add_icon=”true” title=”Cash Management and Lending” tab_id=”cash-management-and-lending” el_class=”products-section”][vc_row_inner gap=”30″][vc_column_inner][ultimate_heading main_heading=”Cash Management & Lending” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_margin=”margin-bottom:20px;” main_heading_font_size=”desktop:30px;” sub_heading_font_size=”desktop:20px;” main_heading_style=”font-weight:300;” sub_heading_style=”font-weight:300;” el_class=”wms-header”]We include comprehensive cash management and borrowing strategies that help you manage day-to-day transactions and access liquidity, and access to lending and banking for your regular and business needs.

[/ultimate_heading][ult_createlink title=”Learn more” btn_link=”url:https%3A%2F%2Fglobaladvisers.com%2Fwhat-we-do%2Finvestor-solutions%2Findividuals-and-families%2Fcash-management-solutions%2F” link_hover_style=”Style_6″ text_hovercolor=”#2aa2ff” dot_color=”#2aa2ff” text_style=”left” font_family=”font_family:Lato|font_call:Lato|variant:300″ css=”.vc_custom_1665551420959{margin-top: 20px !important;}” heading_style=”font-weight:300;” title_font_size=”desktop:18px;”][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section i_position=”right” i_icon_fontawesome=”fas fa-chevron-right” add_icon=”true” title=”Tax, Trust and Estate Planning” tab_id=”tax-trust-and-estate-planning” el_class=”products-section”][vc_row_inner gap=”30″][vc_column_inner][ultimate_heading main_heading=”Tax, Trust and Estate Planning” main_heading_color=”#000000″ sub_heading_color=”#000000″ alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ sub_heading_font_family=”font_family:Lato|font_call:Lato|variant:300″ main_heading_margin=”margin-bottom:20px;” main_heading_font_size=”desktop:30px;” sub_heading_font_size=”desktop:20px;” main_heading_style=”font-weight:300;” sub_heading_style=”font-weight:300;” el_class=”wms-header”]Our services provide a fully integrated, holistic analysis of your balance sheet, estate plan, and investment strategy through a collaborative process, including your Global Adviser Wealth Manager, and at your request, your legal and tax advisors.
[/ultimate_heading][/vc_column_inner][/vc_row_inner][/vc_tta_section][/vc_tta_tour][/vc_column][/vc_row][vc_section][/vc_section][vc_row full_width=”stretch_row” css_animation=”fadeInUp” disable_element=”yes” css=”.vc_custom_1665551841807{background-color: #ffffff !important;}” el_class=”divisions-faq-row” el_id=”wwd”][vc_column width=”2/3″][ultimate_heading main_heading=”Global Advisers helps you navigate the complex, multigenerational challenges of managing significant wealth.” alignment=”left” main_heading_font_family=”font_family:Lato|font_call:Lato” el_class=”im-message”][/ultimate_heading][vc_tta_accordion style=”flat” shape=”square” color=”white” c_position=”right” active_section=”11111″ collapsible_all=”true” el_class=”division-faq”][vc_tta_section title=”Tax, Trust & Estate Planning” tab_id=”1661178331771-59b34a6a-7062″ el_class=”division-faq-panel”][bsf-info-box icon_size=”32″]Our services provide a fully integrated, holistic analysis of your balance sheet, estate plan, and investment strategy through a collaborative process, including your Global Adviser Wealth Manager, and at your request, your legal and tax advisors.[/bsf-info-box][/vc_tta_section][vc_tta_section title=”Philanthropy Management” tab_id=”philanthropy-management” el_class=”division-faq-panel”][bsf-info-box icon_size=”32″]We provide strategic advisory solutions that can help you achieve your philanthropic goals. [/bsf-info-box][/vc_tta_section][vc_tta_section title=”Family Governance & Dynamics” tab_id=”family-governance-and-dynamics” el_class=”division-faq-panel”][bsf-info-box icon_size=”32″]Our dedicated professionals can help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction in coordination with your outside advisors.[/bsf-info-box][/vc_tta_section][vc_tta_section title=”Cash Management & Lending” tab_id=”cash-management-and-lending” el_class=”division-faq-panel”][bsf-info-box icon_size=”32″]We include comprehensive cash management and borrowing strategies that help you manage day-to-day transactions and access liquidity, and access to lending and banking for your regular and business needs.[/bsf-info-box][/vc_tta_section][/vc_tta_accordion][/vc_column][vc_column width=”1/3″][vc_basic_grid post_type=”post” max_items=”1″ element_width=”12″ gap=”0″ item=”134365″ grid_id=”vc_gid:1665552065743-c13d52b4-20a2-9″ taxonomies=”1726″ css=”.vc_custom_1660725303287{margin: 0px !important;padding: 0px !important;}”][vc_basic_grid post_type=”post” max_items=”2″ element_width=”12″ gap=”0″ item=”134369″ grid_id=”vc_gid:1665552065744-fcf552a0-c458-2″ taxonomies=”1330″][/vc_column][/vc_row][vc_section full_width=”stretch_row” css_animation=”fadeIn” el_class=”service-level-row” el_id=”esg-section”][vc_row full_width=”stretch_row” css_animation=”fadeInUp” el_class=”divisions-faq-row”][vc_column width=”1/6″ css=”.vc_custom_1658857430763{padding-right: 25px !important;padding-left: 25px !important;}”][/vc_column][vc_column width=”2/3″][vc_custom_heading text=”Our collaborative approach to managing your wealth” font_container=”tag:h2|font_size:32|text_align:center|color:%23ffffff” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:400%20regular%3A400%3Anormal” el_class=”division-name”][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1661210349980{margin-top: 50px !important;margin-bottom: 50px !important;}”][vc_column width=”1/2″][bsf-info-box icon_size=”32″ title=”Customized Wealth Management Approach” pos=”square_box” title_font=”font_family:Lato|font_call:Lato|variant:700″ title_font_style=”font-weight:700;” desc_font=”font_family:Lato|font_call:Lato” title_font_size=”desktop:18px;” title_font_color=”#ffffff”][/bsf-info-box][bsf-info-box icon_size=”32″ el_class=”esg-header1″]

[/bsf-info-box][/vc_column][vc_column width=”1/2″][vc_row_inner css=”.vc_custom_1661204689598{margin-top: 20px !important;}”][vc_column_inner][bsf-info-box icon_size=”32″ title=”Tax, Trust, and Estate Planning Process” title_font=”font_family:Lato|font_call:Lato|variant:700″ title_font_style=”font-weight:700;” desc_font=”font_family:Lato|font_call:Lato” title_font_size=”desktop:18px;” title_font_color=”#ffffff” desc_font_color=”#ffffff”][/bsf-info-box][/vc_column_inner][/vc_row_inner][vc_column_text css=”.vc_custom_1661205240783{margin-top: 0px !important;padding-top: 0px !important;}”]

Initial Review

Conduct preliminary due diligence (review of balance sheet and existing estate strategy)

Discovery

Explore goals, concerns and aspirations with respect to tax planning, legacy, wealth transfer, asset protection, trust planning and philanthropy

Analysis

Analyze available planning techniques in relation to your financial goals

Collaboration

Collaborate with your tax and legal advisors and other specialists

[/vc_column_text][vc_row_inner disable_element=”yes”][vc_column_inner width=”1/3″][bsf-info-box icon_size=”32″ title=”Environmental” title_font=”font_family:Lato|font_call:Lato|variant:regular” title_font_style=”font-weight:normal;font-style:normal;” desc_font=”font_family:Lato|font_call:Lato” title_font_size=”desktop:18px;”][/bsf-info-box][/vc_column_inner][vc_column_inner width=”2/3″][info_list style=”circle with_bg” icon_bg_color=”” icon_color=”” font_size_icon=”7″ eg_br_style=”none” el_class=”esg-info-list-1″][info_list_item list_title=”Resource Use (19)” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato”][/info_list_item][info_list_item list_title=”Emissions (22)” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato”][/info_list_item][info_list_item list_title=”Innovation (20)” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato”][/info_list_item][/info_list][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][/vc_section][vc_row disable_element=”yes”][vc_column][bsf-info-box icon_size=”32″ title=”Key Metrics” pos=”square_box” el_class=”esg-metrics-box” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato”]Galleon ESG Investing™ allows you to invest your money in a professionally managed account that focuses specifically on companies that exhibit high ESG and meet stringent criteria on six key metrics.[/bsf-info-box][bsf-info-box icon_size=”32″ title=”Course of Action” pos=”square_box” el_class=”esg-metrics-box” title_font=”font_family:Lato|font_call:Lato” desc_font=”font_family:Lato|font_call:Lato”]These metrics help us determine a course of action consistent with concerns about scarcity and inequality, and provide a platform through which we construct a portfolio of securities that strives to meet impact investor demand. Ultimately, this provides the information we need when determining which companies to Exclude or Include.[/bsf-info-box][/vc_column][/vc_row][vc_row full_width=”stretch_row” css_animation=”fadeInUp” disable_element=”yes” el_id=”wwd” el_class=”row-1″ css=”.vc_custom_1661209098197{background-color: #0c1621 !important;}”][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][bsf-info-box icon_size=”32″ icon_animation=”fadeIn” el_class=”wwd-message” title_font=”font_family:Lato|font_call:Lato” title_font_style=”font-weight:300;” desc_font=”font_family:Lato|font_call:Lato” title_font_size=”desktop:34px;” desc_font_color=”#ffffff” css_info_box=”.vc_custom_1658856425072{padding-bottom: 25px !important;}”]

Galleon ESG and Impact Investing™ accounts allow you to invest your money in a professionally managed portfolio that focuses specifically on companies that exhibit high ESG and meet stringent criteria on key metrics. This helps us determine a course of action consistent with concerns about scarcity and inequality, and provides a platform through which we construct a portfolio of securities that strives to meet impact investor demand.

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