Client Service
Support
Direct assistance for account access, documents, service requests, security concerns, and coordination with the institutions supporting your relationship.
Our Perspective
Start With the Right Point of Contact
Galleon helps clients direct each request to the appropriate person or institution. For urgent security or transaction concerns, contact the relevant custodian or bank immediately using a verified telephone number, then notify your Galleon contact.
Decision Framework
How We Can Help
Relationship Support
Questions concerning your advisory relationship, portfolio, planning work, meetings, or service coordination.
Account and Custody
Assistance identifying the correct custodian channel for statements, tax documents, access, transfers, and account administration.
Documents and Information
Secure coordination of requested forms, records, beneficiary information, and other relationship documentation.
Security Concerns
Immediate direction when an email, instruction, login, transfer, or communication appears suspicious.
Our Approach
Efficient Resolution Begins With Context
When contacting support, identify the nature of the request and the institution or account involved, but do not send passwords, authentication codes, or sensitive documents through unsecured email.
- 01Identify the request
- 02Use a verified channel
- 03Provide necessary context
- 04Confirm resolution
A More Complete View
