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Galleon Wealth Management

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Preparing for an Inheritance

New wealth can create new opportunities and new complexities. A thoughtful strategy can help you make informed decisions with confidence while enhancing tax efficiency.

Preparing for an Inheritance2026-07-30T04:47:16-04:00

Designing a Philanthropic Strategy

Whether your philanthropic vision extends across generations or is guided by a small group, we can help you create meaningful impact, build a lasting legacy, and integrate tax-efficient giving into your broader financial plan.

Designing a Philanthropic Strategy2026-07-30T04:48:10-04:00

Leveraging Strategic Lending

Your existing assets can be strategically leveraged to manage risk, preserve and grow wealth, facilitate its transfer, and pursue new opportunities—all while enhancing tax efficiency.

Leveraging Strategic Lending2026-07-31T04:26:30-04:00

Managing a Liquidity Event

Selling your business or taking it public requires a thoughtful strategy for managing the wealth that follows.

Managing a Liquidity Event2026-07-30T04:50:18-04:00

Constructing a Portfolio Strategy

Your portfolio should combine your goals, preferences, and risk tolerance with an asset allocation process that has a track record of driving results.

Constructing a Portfolio Strategy2026-07-30T04:46:08-04:00

Accessing Alternative Investments

Alternative market investing can help diversify your portfolio, providing a differentiated source of return. We source and vet opportunities on your behalf from our broad network of external managers.

Accessing Alternative Investments2026-07-30T04:52:19-04:00

Who We Serve

We cater to a wide range of family offices, from those newly established to extensive multi-generational organizations worldwide.

Who We Serve2026-07-30T03:45:01-04:00

Professional Investors

We cater to the specific requirements of professional investors, including private equity and hedge fund principals, portfolio managers, and financial executives.

Professional Investors2026-07-30T03:45:32-04:00

Doctors and Medical Practices

We provide tailored financial services for doctors and medical practices, adapting to your evolving needs throughout your medical career. Our responsive services are crafted to support and enhance the development and progression of your medical practice.

Doctors and Medical Practices2026-07-30T03:45:43-04:00

Attorneys and Law Firms

For lawyers and law firms, we cater to your changing financial requirements at every stage of your legal career, offering services that are designed to be responsive, and facilitate the growth and advancement of your practice.

Attorneys and Law Firms2026-07-30T03:45:53-04:00

Contact us

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I consent to the use of my personal information (name, telephone number, and email address) by Galleon Wealth Management to contact me to send me marketing information about our wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing corporate@globaladvisers.com

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Galleon Wealth Management is a registered DBA used by Global Advisers, LLC, a registered investment adviser. Galleon Wealth Management is not a separate legal entity, and all investment advisory services offered under the Galleon Wealth Management name are provided by Global Advisers, LLC.

©Galleon Wealth Management | by Global Advisers, LLC

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