Every family follows a unique path but each shares a common vision: strength for today and hope for tomorrow. The Gleneagles Family Office team brings deep experience and clear vision to help families of great wealth thrive across generations.
Our shared family office model allows each of our families to engage in the expertise and experience our highly-specialized team delivers. We begin by carefully identifying the unique opportunities within your family, then build and deploy a strategic roadmap to address each of them. It’s our privilege to journey beside our families as we navigate their wealth pathways, together.
One of the benefits of a shared family office is the connection we bring to our community of families. Gleneagles hosts several events where you and your advisors can collaborate with other families, share the wisdom behind best practices, and learn from industry-leading experts. Our signature events include: The 50; The Tables: Women in Conversation; and The Family Program.
TRANSITIONAL: A major liquidity or life event can spark new challenges, priorities, and opportunities. Whether a family company has recently sold or a family leader has stepped aside, transitional families are often in flux.
ENTERPRISING: “Doers” by definition, enterprising families often come to Gleneagles because they’ve been trying to coordinate all aspects of their wealth alone (which is exhausting) or have migrated from a transitional family office.
GENERATIONAL: Successful generational families adopt a multi-decade mindset, which requires a disciplined management model. Gleneagles helps them preserve and grow wealth by integrating risk management, trust structures, operational efficiency, financial strategies, human capital development, and shared family purpose.
