Our Families

Focused on Serving Your Family

At Gleneagles, we understand two fundamental truths: every family’s journey is unique, and change is the only constant. For over 25 years, we have tailored our family office services to address the evolving needs of families, providing expert guidance and personalized solutions to help you achieve your wealth and legacy goals.

We begin by listening—understanding your aspirations, financial requirements, and risk preferences. From there, we craft thoughtful, customized strategies that meet your family’s current needs while remaining adaptable for the future. Your dedicated Gleneagles team is carefully designed to align with your family’s evolving priorities. Our teams typically include five to seven specialists, such as a Relationship Manager (your primary contact), Family CFO, Family Accountant, Tax Manager, Investment Advisor, Legal Counsel, and bookkeeping and bill pay professionals. By leveraging shared resources, Gleneagles delivers these services exactly when and how you need them.

Each team member brings specialized expertise to create a robust network of support, working collaboratively to address both the financial and non-financial aspects of managing family wealth. We recognize that lifelong learning is essential for families to thrive across generations. That’s why we incorporate opportunities for growth, education, and preparation into our approach, ensuring every family member is equipped to contribute meaningfully to your shared legacy.

With a focus on tax planning, treasury management, and preparing the next generation, we ensure a comprehensive approach to securing your family’s future.
At Gleneagles, we are dedicated to providing the attention and expertise necessary for your family’s success. With us by your side, you can focus on what matters most—your family and passions—while we help guide you toward achieving your goals with confidence and clarity.

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.

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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.

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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.

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