What We Do
What We Do
We draw on a broad range of capabilities to create solutions tailored to your complete financial picture.
Investment Advice
Investment Strategy
Alternative Investments
Single Stock Risk Management
Sustainable and Impact Investing
Wealth Planning
Tax-Efficient Wealth Planning
Trust and Estate Services
Philanthropic Strategy
Family Stewardship
Art and Collectibles Strategy
Specialized Services
Family Office Solutions
Private Banking
Cash Management
Strategic Lending
Why Galleon
The Galleon Difference ›
We provide personalized private wealth management services that extend internationally.

Insights & Research ›
Symmetry in Values ›
Galleon Wealth Management is like no other. We take a distinctive family approach to serving our unique clients and their loved ones.

Our People ›
Central to our goal of maximizing client satisfaction, our people bring individual and unique perspectives on issues that matter to wealthy individuals.

Cross-Border Banking ›
Through our Global Custody Network, we can help you access and unlock potential opportunities in different regions of the world.

The Art of Investing ›
At Galleon, investing is the art of balancing risk and reward and leveraging informed decisions to secure long-term financial growth.
About Us
About Us
We bring together our resources, investment platform, professional network, and experience to create tailored solutions that help clients achieve greater impact.
Why Galleon
Our People
Locations
Who We Serve
Nonprofit Organizations and Institutions
Individuals and Families
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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 Inheritanceadmin2026-07-30T04:47:16-04:00

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Online privacy notice

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.

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The Galleon Difference ›

Insights & Research ›

Symmetry in Values ›

Our People ›

Cross-Border Banking ›

The Art of Investing ›