Private Wealth Management

Private Wealth Management

Comprehensive solutions for individuals and families of significant means.

Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.

At Global Advisers, our approach to Private Wealth Management exceeds traditional wealth and investment management. We form lifelong partnerships with our clients so they can appreciate financial growth, security, and the privacy they deserve.

Begin

Our Private Wealth Management advisory services focus on managing risk and preserving and growing wealth.

Our advisory services for Private Wealth Management clients include asset allocation and portfolio implementation, the development and implementation of tax-efficient solutions, alternative and private investment opportunities, and highly customized risk management and hedging strategies. Our approach to managing risk and building customized portfolios helps you manage, preserve, and grow your wealth.
Explore the following services and solutions to learn more.

For Private Wealth Management clients, Financial Planning extends beyond traditional college and retirement planning.

We pinpoint specific Trust and Estate Planning needs that most Private Wealth Clients experience, including Life and Legacy Planning, Trust Services, Wealth Transfer Strategies, Family Office Services, and Next-Generation Resources and education.
Explore the following services and solutions to learn more.

Private Wealth Management provides competitive private banking solutions integrated with your broader goals.

Private banking services at Global Advisers bring together solutions for cash management, securities lending, banking, insurance, mortgages, and real estate loans and integrate them with your broader goals to create a comprehensive feature for individuals, entrepreneurs, and families with substantial wealth.
Explore the following services and solutions to learn more.

Our Charitable Services for Private Wealth Management Clients provides philanthropic guidance to help you support the causes you care about most.

We provide complete charitable giving services and tax-smart strategies, including account setup, multiple contributions and investment options, donor-advised fund options, philanthropic education, Impact and ESG investing, and foundation and endowment portfolio solutions.
Explore the following services and solutions to learn more.
Overview

Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.

At Global Advisers, our approach to Private Wealth Management exceeds traditional wealth and investment management. We form lifelong partnerships with our clients so they can appreciate financial growth, security, and the privacy they deserve.

Begin

Advice

Our Private Wealth Management advisory services focus on managing risk and preserving and growing wealth.

Our advisory services for Private Wealth Management clients include asset allocation and portfolio implementation, the development and implementation of tax-efficient solutions, alternative and private investment opportunities, and highly customized risk management and hedging strategies. Our approach to managing risk and building customized portfolios helps you manage, preserve, and grow your wealth.
Explore the following services and solutions to learn more.
Planning

For Private Wealth Management clients, Financial Planning extends beyond traditional college and retirement planning.

We pinpoint specific Trust and Estate Planning needs that most Private Wealth Clients experience, including Life and Legacy Planning, Trust Services, Wealth Transfer Strategies, Family Office Services, and Next-Generation Resources and education.
Explore the following services and solutions to learn more.
Lending

Private Wealth Management provides competitive private banking solutions integrated with your broader goals.

Private banking services at Global Advisers bring together solutions for cash management, securities lending, banking, insurance, mortgages, and real estate loans and integrate them with your broader goals to create a comprehensive feature for individuals, entrepreneurs, and families with substantial wealth.
Explore the following services and solutions to learn more.
Giving

Our Charitable Services for Private Wealth Management Clients provides philanthropic guidance to help you support the causes you care about most.

We provide complete charitable giving services and tax-smart strategies, including account setup, multiple contributions and investment options, donor-advised fund options, philanthropic education, Impact and ESG investing, and foundation and endowment portfolio solutions.
Explore the following services and solutions to learn more.

We identify opportunities for our clients that align their preferences with current economic, social, environmental, and market conditions.

Galleon Private Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.
As fiduciaries, our goal is to help you in the most efficient manner possible. We need to thoroughly understand your goals, concerns, and financial needs. We need a holistic view of you, your family, and what you want to accomplish with your money. We also need to know the details – specific goals and concerns, your assets and liabilities, who are your other advisors, and how involved you want to be in the investment details. The discovery meeting involves an extensive interview process designed to help you share this information with us so that we can design the most optimal plan for you.
When we present our detailed financial plan you confirm the accuracy of the data we collect, review your goals, and include the correct information. We focus on preserving your wealth over your lifetime and beyond. We present the plan in written format for your review, and we ask that you take as much time as needed to feel comfortable about it, and ask additional questions at any time.
When we commit to our partnership, it allows for ongoing questions about the plan, addresses any concerns or constraints, finalizes the information and paperwork, and gathers important documents.
As your 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.
Appointments

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

Explore how our wealth advisors can partner with you to help you maximize your impact.[1]

Select a location to learn more about private wealth management services we offer worldwide

Open an Account?

Already a client? Log in to manage your account, make a deposit, or open another account.
Select language