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Galleon Wealth Management

Family offices

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

We merge the institutional resources of our Custody Network with those of Galleon to deliver an exceptional level of service and strategic offerings.

Many wealthy families possess a diverse array of assets, including significant stakes in public companies, private investment firms, family foundations, and family offices. Often, their family and business interests are spread across various regions, bringing with them a range of tax, legal, and regulatory challenges.

Simultaneously, there are rapid shifts in investment trends, operational methodologies, and family requirements.

Our multidisciplinary team, with extensive expertise in areas such as capital markets, investment management, portfolio investments, wealth structuring, and the design and management of family offices, can integrate the resources of Custody Network with those from Global Advisers to meet essential client needs:

  • Direct Private Investments: Providing access to private opportunities backed by institutional support.
  • Trading & Execution Services: Offering direct access to our custodian services for trading.
  • Hedging & Financing: Delivering liquidity solutions and hedging strategies for illiquid or concentrated assets.
  • Acquisition & Disposal: Crafting strategies for managing large, concentrated, or illiquid public and private assets.
  • Portfolio Analytics: Supplying institutional-level analytics, actionable strategies, and best practices tailored for family offices.

Many wealthy families possess a diverse array of assets, including significant stakes in public companies, private investment firms, family foundations, and family offices. Often, their family and business interests are spread across various regions, bringing with them a range of tax, legal, and regulatory challenges.

Simultaneously, there are rapid shifts in investment trends, operational methodologies, and family requirements.

Our multidisciplinary team, with extensive expertise in areas such as capital markets, investment management, portfolio investments, wealth structuring, and the design and management of family offices, can integrate the resources of Custody Network with those from Global Advisers to meet essential client needs:

  • Direct Private Investments: Providing access to private opportunities backed by institutional support.
  • Trading & Execution Services: Offering direct access to our custodian services for trading.
  • Hedging & Financing: Delivering liquidity solutions and hedging strategies for illiquid or concentrated assets.
  • Acquisition & Disposal: Crafting strategies for managing large, concentrated, or illiquid public and private assets.
  • Portfolio Analytics: Supplying institutional-level analytics, actionable strategies, and best practices tailored for family offices.
How do you ensure that family offices can adapt to rapidly changing investment trends and operational practices?2023-12-21T09:32:05-05:00

Our approach involves staying abreast of the latest investment trends, operational methodologies, and evolving family requirements. We leverage our extensive expertise across various domains to offer adaptive and forward-thinking strategies. By providing institutional-level portfolio analytics and best practices specifically tailored for family offices, we ensure that our clients are well-equipped to navigate and adapt to the dynamic financial landscape. This proactive stance helps family offices to not only manage their current assets effectively but also to plan strategically for future growth and changes.

What types of investment and financial services do you offer to family offices?2023-12-21T09:31:35-05:00

We offer a range of specialized services tailored to the unique needs of family offices. These include Direct Private Investments, where we provide access to private opportunities with institutional support; Trading & Execution Services, offering direct access to our custodian services for efficient trading; Hedging & Financing, delivering liquidity solutions and strategies for managing illiquid or concentrated assets; Acquisition & Disposal, where we develop strategies for handling large, concentrated, or illiquid assets; and Portfolio Analytics, providing institutional-level analytics and actionable strategies.

How does your team assist wealthy families with diverse and international assets?2023-12-21T09:31:00-05:00

Our multidisciplinary team specializes in managing the complex needs of wealthy families with a variety of assets, including significant holdings in public companies, private investment firms, family foundations, and family offices. Given that these assets and interests often span multiple regions, we address the accompanying tax, legal, and regulatory challenges. Our expertise in capital markets, investment management, portfolio investments, wealth structuring, and family office management allows us to provide comprehensive solutions. We integrate resources from our Custody Network and Global Advisers to offer services like direct private investments, trading and execution, liquidity and hedging solutions, as well as acquisition and disposal strategies for diverse asset portfolios.

Comprehensive services for your wealth

We offer extensive services to help high-net-worth individuals and families preserve and grow their wealth.

2023-12-21T09:29:42-05:00

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