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Galleon Wealth Management

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Professional Services Firms

Dedicated experts who are well-versed in the unique demands of their fast-paced professions offer specialized services to accountants, consultants, and asset managers.

Professional Services Firms2026-07-30T03:46:06-04:00

Family Offices

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

Family Offices2026-07-30T03:51:16-04:00

Strategic asset allocation

Utilizing our unique Flexible Valuation Approach, a strategic asset allocation methodology, we develop a personalized long-term investment plan tailored to your needs.

Strategic asset allocation2026-07-30T03:51:30-04:00

Tactical asset allocation

We advise on making tactical modifications to your strategic asset allocation. This approach is designed to capitalize on short-term opportunities and reduce risks in the near future.

Tactical asset allocation2023-12-22T03:58:32-05:00

Hedge funds

Through an extensive and exclusive network, we are committed to offering our clients unbiased insights into hedge funds, grounded in our investment and operational due diligence.

Hedge funds2023-12-22T03:42:53-05:00

Next Gen

We foster a distinctive community for heirs and successors of family businesses, offering essential opportunities for them to connect, acquire knowledge, and develop.

Next Gen2023-12-26T04:57:57-05:00

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

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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

Thank you for your interest in Galleon Wealth Management. Please allow us a few moments to review your information. We will contact you shortly.

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