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Galleon Wealth Management

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Philanthropic advisory

We help you realize your philanthropic vision and legacy by designing a personalized strategy that aims to create a meaningful positive impact.

Philanthropic advisory2023-12-22T03:56:40-05:00

Trust and wealth planning

We assist in developing a carefully considered wealth plan aimed at safeguarding your legacy, securing the accomplishments of your lifetime, and facilitating a smooth transfer of assets to succeeding generations.

Trust and wealth planning2023-12-26T04:58:25-05:00

Margin lending

We offer eligible clients the opportunity to secure loans at favorable rates using a range of investments as collateral, including equities, cash and equivalents, bonds, and mutual funds.

Margin lending2023-12-22T03:55:12-05:00

Family office advisory

We provide guidance to both single and multi-family offices of various sizes and configurations across the globe.

Family office advisory2023-12-22T03:54:32-05:00

Treasury management

With access to one of the world's most extensive financial services networks, Galleon has the capability to customize a broad spectrum of banking solutions specifically for your business requirements.

Treasury management2023-12-22T03:53:53-05:00

Custody services

Through our custodians we offer thorough portfolio management services, catering to savvy investors who aim to combine their accounts and streamline their financial record-keeping.

Custody services2023-12-22T03:59:36-05:00

Banking

Focusing on high-net-worth (HNW) banking, we provide various strategies designed to optimize the performance of your cash, ensuring it remains both liquid and flexible.

Banking2023-12-22T03:45:06-05:00

Sustainable investing

Our strategies for sustainable investing enable us to build portfolios that not only reflect your personal values but also aim for competitive returns adjusted for risk.

Sustainable investing2023-12-26T04:56:33-05:00

Portfolio analytics

Portfolio Analyst is a specialized technology committed to assisting you in comprehending the essential elements of your portfolio and exploring the opportunities available to you.

Portfolio analytics2023-12-26T04:56:17-05:00

Alternative investments

Our team specializing in Alternative Investments merges worldwide knowledge with regional understanding to provide attractive opportunities in private equity, real estate, and hedge funds.

Alternative investments2023-12-26T04:56:00-05:00
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