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.
ENTERPRISING: “Doers” by definition, enterprising families often coordinate all aspects of their wealth (which can be exhausting). Partnering with Gleneagles gives you the peace of mind and freedom to engage with our expertise so you can save time and focus on your passions.
TRANSITIONAL: A major liquidity or life event creates new challenges, priorities, and opportunities. When your family is in transition, Gleneagles offers a full range of services to help you make the most of your growing wealth.
GENERATIONAL: Markets fluctuate, businesses expand or even sell, and your family can multiply in the blink of an eye. Gleneagles supports successful wealth continuity within generational families with effective communication structures, rising generation education, and both individual and collective vision for wealth and the family.