Wealth Planning
Trust and Estate Services
A well-constructed estate strategy aligns ownership, control, beneficiary protection, liquidity, and investment management with the family’s intentions.
Explore ↓Our Perspective
Turn Intentions Into an Executable Structure
Galleon helps clients organize the financial and investment dimensions of estate planning and works alongside estate counsel, tax advisors, trustees, and custodians. The objective is to ensure that accounts, beneficiary designations, investment policies, liquidity resources, and professional responsibilities support the legal documents rather than conflict with them.
The Journey
Continuity Across Generations
Estate-Plan Coordination
Review the financial structure surrounding wills, trusts, powers of attorney, beneficiary designations, business interests, insurance, and jointly held assets.
Trust Investment Management
Develop an investment mandate that reflects the trust’s governing terms, beneficiaries, distributions, time horizon, tax profile, and liquidity requirements.
Trustee and Custodian Coordination
Work with individual or corporate trustees and custodians to clarify responsibilities, reporting, cash needs, investment authority, and implementation.
Estate Liquidity Planning
Evaluate readily available capital, insurance proceeds, concentrated assets, taxes, expenses, and distribution requirements that may arise at death.
Our Approach
Documents, Assets, and People Working Together
Estate documents establish legal authority. Effective execution also depends on correctly titled assets, current beneficiary designations, sufficient liquidity, suitable investment management, and professionals who understand their respective roles. Galleon coordinates these financial components with the client’s legal plan.
- 01Clarify intentions
- 02Map ownership and beneficiaries
- 03Coordinate legal structures
- 04Align investments and liquidity
A More Complete View
Bring the Full Financial Picture Into Focus.
Important information: Galleon Wealth Management and Global Advisers, LLC do not draft legal documents, provide legal or tax advice, or serve as a corporate trustee. Legal and fiduciary services are provided by independent qualified professionals.
