Exceptional vision
to help families flourish.

Making families of great wealth stronger.

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.

Gleneagles events promote networking and education.

The Power of Community

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.

LEARN ABOUT OUR EVENTS

Our Families

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 understands the keys to successful wealth continuity in generational families are effective communication structures, rising generation education, and both individual and collective vision for wealth and the family.

MORE ON OUR FAMILY SERVICES
“Gleneagles high touch approach coupled with their high tech reporting is, to me, the winning strategy for wealth management. I have been a client for over twenty years.”
– Patriarch / Client Family for 26 Years
“It’s because of Gleneagles that I sleep easy at night.”
– Second Generation Family Member, Client Family for 15 years
“Gleneagles fills a void in our family structure. Among our three generations, we need a neutral party to keep us on a growth path and balance the distinct needs of each generation.”
– Patriarch, Client Family for 17 Years
“Forward-thinking, strategic and open-minded. That’s how I would describe Gleneagles.”
– Second Generation Family Member, Client Family for 24 Years
“Gleneagles Group is always looking for unique ways to improve what may already be an adequate plan. Their innovation mindset, coupled with their attention to detail and service-oriented staff, makes it a pleasure to do business with them.”
– Patriarch, Client Family for 12 Years
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