Family office advisory
We provide guidance to both single and multi-family offices of various sizes and configurations across the globe.
Whether you currently manage a family office, are part of one, or are considering establishing one, our Family Office Services can assist you at every stage.
Whether you’re establishing, structuring, and operating large-scale private investment companies and family offices for affluent families, we advise offices globally, encompassing a diverse range of sizes and structures.
Our advisory services extend beyond the creation and management of family offices. We also specialize in wealth planning and structuring, philanthropy, and art.
We develop tailored wealth management strategies for each family office, leveraging Galleon’s extensive range of services, including investments, lending, liquidity management, and custody.
Beyond strategic advice, we offer advanced analytics and opportunities for peer networking to family principals, family members, and professional executives.
One of our key areas is devising cross-border strategies for clients with family members, businesses, and foundations spread across various global locations.
How we serve you
Galleon’s Global Family Services offers families services that were traditionally available only to the largest global institutions. Our approach starts with understanding your unique challenges to develop investment strategies tailored to your family office’s needs.
We leverage the institutional capabilities of our Custody Network, encompassing insights, product origination, risk management, trading, and investment platforms. Our focus is on providing products and services from the network.
Our offerings include direct private investments, trading and execution services, hedging and financing options, as well as assistance with asset acquisitions and disposals.
To keep family office executives and family members engaged and informed, we organize a variety of content-rich events globally. These events bring together private investment companies, family offices, and their principals and professional executives.
Our events range from intimate in-person and virtual roundtables to regular client webinars on current topics, and educational programs addressing key issues for Next Generation and family enterprises.
Resources available include:
- Our institutional research and analytics platform.
- Industry insights from various sector groups.
- Advanced thematic research.
- Exclusive content for family office and ultra-high-net-worth clients through white papers.
Galleon’s Global Family Services offers families services that were traditionally available only to the largest global institutions. Our approach starts with understanding your unique challenges to develop investment strategies tailored to your family office’s needs.
We leverage the institutional capabilities of our Custody Network, encompassing insights, product origination, risk management, trading, and investment platforms. Our focus is on providing products and services from the network.
Our offerings include direct private investments, trading and execution services, hedging and financing options, as well as assistance with asset acquisitions and disposals.
To keep family office executives and family members engaged and informed, we organize a variety of content-rich events globally. These events bring together private investment companies, family offices, and their principals and professional executives.
Our events range from intimate in-person and virtual roundtables to regular client webinars on current topics, and educational programs addressing key issues for Next Generation and family enterprises.
Resources available include:
- Our institutional research and analytics platform.
- Industry insights from various sector groups.
- Advanced thematic research.
- Exclusive content for family office and ultra-high-net-worth clients through white papers.
