Enterprising families are “doers” by definition. Our enterprising families often come to Gleneagles because they’ve been coordinating their wealth alone – but now want to save time, engage with our expertise, and focus on their passions. Whether you are building a company or have legacy wealth to leverage into bigger and better things, you need experiential wisdom to guide your journey. We begin with our trademark curiosity about your priorities and vision, and then dedicate ourselves to serving as your guide and partner.
From innovative investment tactics to cash management to trust and estate planning, the Gleneagles team works with you to build and protect your legacy. We assist with charitable giving plans, ensuring they make maximum impact while minimizing tax burdens. And because milestones may bring new priorities, together we customize plans that evolve to meet your needs.
Our aggregated reporting provides a holistic view of the family holdings: framing liquidity, public and private investments, trusts, real estate, and other complex assets. This data aggregation fuels informed decision-making and gives families peace of mind that their entire financial portfolio is included and considered.
Some of our families retain us as their investment advisor. Through Gleneagles Investment Advisors, our full-service registered investment advisor (RIA), we work in partnership with families to craft strategic asset allocation, and to execute and monitor those positions.
An entrepreneurial family’s company attracted a buyout from a global giant in the same industry. With the acquisition looming, they turned to Gleneagles for guidance on how handle a major liquidity event. During and after the sale, our experts helped with holistic strategies to:
Gleneagles helped the family navigate their liquidity event and developed a comprehensive strategy for wealth management. This paved the way for several of the family members to pursue new, directly-held operating ventures that align with their dreams and vision for the future.