Private Wealth Management

Professional management, guidance, & advice for high-net-worth individuals, families, & businesses

Private Wealth Management at Global Advisers

As a wealthy individual, family, or organization, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Successful wealth management is an integrated and strategic discipline which also includes tax, estate planning, philanthropy, governance, and family or corporate culture. Each individual, family, or organization is unique, and no one solution will suffice for all. Our services focus on clarity, relationships, growth, and risk management. We work together with you to design a strategy to preserve and manage your wealth.

833-GALLEON (425-5366)

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Account Minimum: $1,000,000 US

Account structure: Managed ▸
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Private Wealth Management Factsheet

When it Comes to your Wealth, the Answers to Your Questions Could be Your Most Valuable Asset

Our Private 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.

Your Private 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.

Building a Long-Term Relationship

Throughout our relationship, we act as both adviser and educator in the sense that we help you understand the process, the securities and other instruments in which you may invest your capital, and the performance reports, fees, costs, and measurements of risk and return. Your Private Wealth Advisor will tailor an investment strategy based on a deep understanding of your goals. You will have access to specialists in asset allocation, investment management, fundamental and technical analysis, and wealth management solutions, as well as an open architecture platform with a wide range of traditional and alternative investments.

Our goal is to build a long-term relationship with you—doing so will help us understand your financial needs and goals.

To learn more about our Private Wealth Management services and solutions, please contact us to speak to a Private Wealth Manager.

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We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with dedicated client service, robust execution capabilities, and innovative technologies and services which include:

• Wealth Analytics & Solutions

• Portfolio Construction

• Personalized Estate, Trust, & Financial Planning

• Philanthropy Management

• Lifestyle Advisory

• Family Office Advisory

• Family Governance & Legacy

• Insurance Solutions

• Technical Insights

• Cash Management & Lending

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise. Explore a region to learn more.

United States
Europe
Africa and the Middle East
Latin America
Asia

Wealth Analytics & Solutions

We offer 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.