Galliott Capital Advisors

Galliott Capital Advisors

Financial-Services

Beverly Hills, Calif...
United States
Company Tagline

Sophisticated families call on Galliott to provide comprehensive stewardship of all their financial affairs

Industry Category
Financial-Services
Company Description

Galliott Capital Advisors is a leading financial services firm dedicated to providing comprehensive stewardship of financial affairs for sophisticated families. With a commitment to service and driven by trust, Galliott Capital Advisors offers advisory solutions that address the complex international, multi-jurisdictional, and financial challenges facing multigenerational families. Located at Wilshire Blvd, 705, Beverly Hills, California 90212, US, Galliott Capital Advisors specializes in direct investments, investment management, trust services, estate planning, private investments, private equity, and asset allocation.

Galliott Capital Advisors excels in offering a suite of services including family governance, multi-family office solutions, asset management, investment advisory, and lifestyle advisory, ensuring a holistic approach to wealth management. The firm’s expertise extends to LATAM and MENA regions, making it a globally attuned partner for families with international interests. Galliott Capital Advisors emphasizes building long-term relationships based on trust and exceptional service.

At Galliott Capital Advisors, the focus is on creating bespoke strategies that align with each family's unique needs and goals. The firm’s dedication to excellence and comprehensive approach to financial stewardship positions Galliott Capital Advisors as a trusted advisor for generations to come. We invite the manager of Galliott Capital Advisors to create a customized and exclusive company showcase and product listing on our platform to further enhance its visibility.

Galliott Capital Advisors est une société leader de services financiers dédiée à fournir une gestion complète des affaires financières pour les familles sophistiquées. Avec un engagement envers le service et guidé par la confiance, Galliott Capital Advisors propose des solutions de conseil qui répondent aux défis internationaux complexes, multijuridictionnels et financiers auxquels sont confrontées les familles multigénérationnelles. Situé à Wilshire Blvd, 705, Beverly Hills, Californie 90212, États-Unis, Galliott Capital Advisors est spécialisé dans les investissements directs, la gestion des investissements, les services fiduciaires, la planification successorale, les investissements privés, le capital-investissement et la répartition d'actifs.

Galliott Capital Advisors excelle dans l'offre d'une suite de services comprenant la gouvernance familiale, les solutions de multi-family office, la gestion d'actifs, le conseil en investissement et le conseil en style de vie, assurant une approche holistique de la gestion de patrimoine. L'expertise de l'entreprise s'étend aux régions LATAM et MENA, ce qui en fait un partenaire mondialement adapté pour les familles ayant des intérêts internationaux. Galliott Capital Advisors met l'accent sur la construction de relations à long terme basées sur la confiance et un service exceptionnel.

Chez Galliott Capital Advisors, l'accent est mis sur la création de stratégies sur mesure qui s'alignent sur les besoins et les objectifs uniques de chaque famille. Le dévouement de l'entreprise à l'excellence et son approche globale de la gestion financière positionnent Galliott Capital Advisors comme un conseiller de confiance pour les générations à venir. Nous invitons le responsable de Galliott Capital Advisors à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore sa visibilité.

Key Personnel / Employees
Antoine Souma Azelia Betancourt Robert Mourad CFP® CPWA® CIMA® AIF® CEPA® CSRIC® Brian Dooreck MD

Compare Companies Side by Side

Compare Galliott Capital Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
Galliott Capital Advisors
Galliott Capital Advisors
Main Company
Hicks Capital Management
Hicks Capital Manage...
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Optima Asset Management, Inc.
Optima Asset Managem...
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Realta Wealth
Realta Wealth
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Founded Year
2011 1995 1989
Company Size
2-10 2-10 11-50
City
Beverly Hills, California Columbus, Ohio Dallas, Texas Wilmington, Delaware
Country
United States United States United States United States
Skills & Keywords Comparing with main company
16 Total Skills
Financial Services Wealth Management Investment Advisory Family Governance Asset Allocation Private Equity Trust Services Direct Investments Investment Management Estate Planning Private Investments LATAM Multi Family Office Asset Management MENA Lifestyle Advisory
17 Total 2 Common 15 Unique
Match 13%
Common Skills:
Financial Services Wealth Management
Unique Skills:
Business Succession Planning Business Tax Strategies Capital Management Charitable Planning Fiduciary Planning Financial Advisory +9
14 Total 2 Common 12 Unique
Match 13%
Common Skills:
Financial Services Wealth Management
Unique Skills:
Business Exit Consulting Customized Investment Management Family CFO Services Legacy Planning Lifestyle Transitions Multi-Generational Wealth Transfer +6
16 Total 2 Common 14 Unique
Match 13%
Common Skills:
Financial Services Wealth Management
Unique Skills:
Broker-Dealer Business Planning Business Sucession & Protection Planning College Planning IBD Independent Broker-Dealer +8
4
Total Companies
1989
Oldest Founded
1
Countries
52
Unique Skills

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Alternative Company Names

This company is also known as

Galliott Capital Advisors 嘉利奥特资本顾问 गैलियट कैपिटल एडवाइजर्स جاليوت كابيتال أدفايزورز Галлиотт Капитал Эдвайзорс