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.
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.
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.
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.
Philanthropic advisory
We help you realize your philanthropic vision and legacy by designing a personalized strategy that aims to create a meaningful positive impact.
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.
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.
Family office advisory
We provide guidance to both single and multi-family offices of various sizes and configurations across the globe.
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.
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.
