A major liquidity or life event can spark new challenges, priorities, and opportunities. Whether a family company has recently been sold or a family leader has stepped aside, transitional families are often in flux. It’s a time to create a framework for the future, taking into consideration new family dynamics.
Gleneagles helps families in transition with a full range of services so you can make the most of your growing wealth. We implement goal-based strategic planning that allows each family member to outline their independence and interdependence on one another. Our customized estate planning and smart tax strategies protect your wealth, and our user-friendly, consolidated financial reporting keeps all the information you need at your fingertips. Together, we collaborate on a plan to empower your family and then work alongside you to make your dreams a reality.
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.
We work together with families and their advisors to monitor all assets across the family enterprise, ensuring that each investment is working to support the overall goals of the family.
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.
Realizing the company he’d built over many years was large enough to be a public company or to be sold to a large, strategic buyer, one Founder-CEO turned to Gleneagles for strategy development and support. Together, we:
By collaborating with Gleneagles, this Founder-CEO secured his family’s financial future and had time to focus on his company’s IPO.