Wealth Management

When it comes to your wealth, the answers to your questions may be your most valuable asset

Long-term wealth building can be challenging without the right guidance.

As families build their wealth and plan on transferring it someday, they often focus on investment and estate planning. In addition to helping you manage and grow your wealth, we take it further by preparing and educating the family members who will inherit it. By combining the benefits of wealth management with premier financial solutions, we focus on tax efficiency, wealth and estate planning, personal trust services, investment management, and retirement solutions.

Begin

Our Wealth Management advisory services focus on aligning your goals through planning, advice, and financial solutions that make sense for you.

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

Galleon Financial Planning™ takes into consideration all aspects of your wealth and income when preparing your plan.

Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs and make your plan more manageable.
Explore the following services and solutions to learn more.

At Global Advisers, our Wealth Management services provides competitive banking solutions integrated with your broader goals.

We 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.
Explore the following services and solutions to learn more.
Overview

Long-term wealth building can be challenging without the right guidance.

As families build their wealth and plan on transferring it someday, they often focus on investment and estate planning. In addition to helping you manage and grow your wealth, we take it further by preparing and educating the family members who will inherit it. By combining the benefits of wealth management with premier financial solutions, we focus on tax efficiency, wealth and estate planning, personal trust services, investment management, and retirement solutions.

Begin

Advice

Our Wealth Management advisory services focus on aligning your goals through planning, advice, and financial solutions that make sense for you.

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

Galleon Financial Planning™ takes into consideration all aspects of your wealth and income when preparing your plan.

Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs and make your plan more manageable.
Explore the following services and solutions to learn more.
Lending

At Global Advisers, our Wealth Management services provides competitive banking solutions integrated with your broader goals.

We 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.
Explore the following services and solutions to learn more.

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

Galleon 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 wealth management services for clients beginning at $500,000 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 wealth management services we offer worldwide

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