(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.data-privacy-src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','https://www.google-analytics.com/analytics.js','ga'); ga('create', 'UA-145070076-1', 'auto'); ga('send', 'pageview'); Skip to content
Galleon Wealth Management
  • 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
Become a ClientBecome a Client
LoginLogin

Home | Preparing for an Inheritance

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 Inheritance
admin2026-07-30T04:47:16-04:00

Contact us

To put you in touch with the right team, please answer the following questions.

Current step:1Step 1
2 What profile best describes you?
3I Would Like To Discuss An Investment (USD) Of
4Job title and company
5location
6contact details
7 How would you like us to contact you?
8How can we help

Which profile best describes you?

Family Office
Individual
Professional Service Firm
Attorney / Law Firm
Professional Investor
Medical Doctor / Practice

I would like to discuss an investment (USD) of

$100k-$1 million
$1-$2 million
$2-$20 million
$50+ million
$20-$50 million

Thank you for your interest in Galleon Wealth Management.

Our services have a minimum investment level of $2 million. Based on the information provided, we believe that a traditional wealth management relationship may be most appropriate for your needs. Please visit Global Advisers Wealth Management

I am interested in

Job Title & Company

Location

Please enter your contact details

How would you like us to contact you?

Please email me
Please call me

How can we help you?

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

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.

  • Privacy and Cookies
  • Terms and Conditions
  • Security and Fraud Awareness
  • Regulatory Disclosures
  • Support
  • Relationship Guide
©Galleon Wealth Management | by Global Advisers, LLC
Page load link

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

We use cookies to collect data while you use this website. The cookies we gather allow us to give you the very best experience. To learn more about how we use cookie data, visit our cookie policy (opens in a new window). You can edit your preferences at any time. Settings
Ok

Cookie preferences

Strictly necessary cookies These cookies allow you to access different parts of the our website, enabling our services to operate in a secure and reliable manner. They provide the basic functionalities and are necessary for the website to function and cannot be switched off in our systems. Functional cookies These cookies provide enhanced and personalized website functionality, such as preferred language or region. They change the way the website looks and behaves, and can remember customization changes you may have made on our site. They also allow us to gather statistical information so we understand the effectiveness of how visitors interact with content, collecting and reporting anonymous data. Marketing cookies These cookies track usage across the website and build a portfolio of your interests and provide you with a personalized experience across the site. They also allow us to show you targeted advertising and content which we think will be of interest on social channels and other websites. To learn more about how we use cookie data, visit our cookie policy (opens in a new window). You can edit your preferences at any time.
Go to Top