Gleneagles Group

Description

• Founded in 1997, Gleneagles Group is a family office management company with offices in Atlanta and San Francisco. Our mission is to lead high net worth families to more effective wealth management decisions. Our firm works with a limited number of families to provide highly customized services including: consolidated financial reporting, tax planning and management, investment management, family governance, generational planning and continuing education guidance. Gleneagles Group is wholly owned by employees and client families. Our philosophy is that high net worth wealth management is complicated, multi-faceted and varies from family to family. To make effective decisions, these families need customized strategies specific to their needs that have been developed by an experienced team. We believe that most wealth management firms and multi-family offices are actually investment management firms that advertise other services, but don't dedicate the necessary time and attention to these critical, non-investment areas of service. Our clients want investment managers that do one thing, to give outstanding investment advice, and we can help them source and assess these managers. In addition to this, we have a broad range of strategic partners who provide expertise to our families in alternative investment management, lifestyle management and basic family office management for families who do not have a great amount of complexity. Through these associations, our clients have access to a full wealth management platform that optimizes financial and lifestyle management.
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  Headquarters:3715 Northside Parkway , Atlanta, Georgia, United States

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  Phone Number: +1 678-904-0594

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  Website: https://www.gleneaglesgroup.com

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  Employees:26

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  Revenue:$1 - 10M

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  Legal Name:Gleneagles Group

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• |  NAICS Code: 523930  |

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