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PUBLIC, PRIVATE & SPECIAL SITUATION INVESTMENTS

Designed exclusively for
matters of wealth

Intelligent, Informed Decisions

As your goals evolve, our customized solutions adapt but remain focused on your priorities.

Meticulous Service

We offer total commitment to delivering on all your needs with consistency and discretion.

Creative Connections

Mutual benefits are created when we connect dynamic people with each other and with exciting opportunities.
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Galliott Capital Advisors was founded to provide advisory solutions to address the complex international, multi-jurisdictional and financial challenges, facing the multigenerational families we support.

We invite you to begin a private client relationship defined by service, driven by trust.

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Our
News

We invite you to follow our private feed, where we share timely insights about news/events.

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Focused
Content

We educate our clients with direct, curated commentary from our team on economic and market news.

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Relevant
Context

We share external news and analysis from trusted sources to provide context for the complex financial decisions our clients face.

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About Galliott

Sophisticated entrepreneurs and their families call on Galliott Capital Advisors to provide comprehensive stewardship of all their financial affairs.

The Galliott team offers a private banking level of personalized service, integrity, a tireless work ethic, and above all, discretion.

We are a globally oriented practice that understands the cultural sensibilities of our cosmopolitan clients and have managed their complex, multigenerational financial needs for more than 20 years.

We work with clients who typically maintain their primary residences abroad. With the convenience of our local presence, we bring the world of financial opportunity within their reach.

In essence, our services create a virtual or extended family office for our clients.

Our mission is to enrich the lives of our clients by helping them obtain the objective advice, bespoke service, intelligent solutions, or valuable introduction they need to pursue the opportunities and goals they desire.

Named for a quick and nimble sailing ship, Galliott Capital Advisors emphasizes the speed and reliability of serving the needs of your lifestyle today and delivering on your legacy for tomorrow.

Dedicated Team

The Galliott team is dedicated to understanding the values and goals of our clients and their families. The culture of our firm — to serve and to offer solutions — reflects the respect that our clients deserve.

There’s an inherent global sensibility to both my career and my personal outlook on life, and it all ties back to my nomadic upbringing.  I was born in Lebanon but attended boarding school in France. Then I earned both my undergraduate and post graduate Degrees in Economics from the London School of Economics and Political Science. When it was time to begin my career and start a family, I moved to the United States. The opportunity to live in these countries and absorbing their diverse cultures, truly prepared me for the path I would embark on in financial services. After 20+ years, it has led me here, to owning my own firm, Galliott Capital Advisors.

Before launching Galliott in 2020, I was a founding member of The Souma Group at Morgan Stanley Private Wealth Management, where I served as a Private Wealth Advisor, Managing Director. Prior experience included my roles as Managing Director at J.P. Morgan Securities, and Vice President at Deutsche Bank and UBS Financial Services where I first started.

I’ve been very fortunate to be recognized several times during my career, first, in 2012, as one of Barron’s Top 1,000 Advisors, then in both 2015 and 2016, as one of Barron’s Top 100 Advisors.

I do believe that I’ve been blessed with “smart luck” in that, by applying my education and experience along with my appreciation for global cultures and business, I’ve created opportunities to serve many wonderful clients. Together we share a drive for success, and my commitment to honor them with professionalism, integrity and discretion has led to longstanding relationships.

Creating my own firm is a fulfillment of my desire to best serve the financial well-being of my clients by safeguarding their assets and supervising the management of their wealth with sound judgment, prudence and genuine care.

Licenses: Series 7, 63, 65, life and health insurance, NMLS (nationwide mortgage)

Having worked directly with Antoine Souma for more than 15 years in financial services, I am proud to serve today as Galliott’s COO. Prior to Antoine founding his independent firm, I was his Director of Business Strategy for The Souma Group at Morgan Stanley Private Wealth Management, which I joined in 2016. There, I served as the chief operating officer of the team and managed our alternatives strategies. When we worked together at J.P. Morgan Securities, I was an Investment Associate and served as The Souma Group’s head of fixed income trading. Earlier in my career, I worked at Deutsche Bank and UBS Financial Services. Over the years, as my experience grew, I have been thrilled by the opportunity to work on Antoine’s team, taking on greater responsibility as we continually evolved our capabilities. When I graduated from the University of Southern California with a B.S. in Corporate Finance, I may not have foreseen the path my career would take, but I am so grateful to the journey, culminating now with Galliott and all we can do for our clients.

Series 7 and 66 licenses

I’m proud to help Galliott’s clients every day by applying my 20 years of experience within the financial services industry. As the Chief Administrative Officer, I’m responsible for the client service platform, domestic and international account opening, due diligence, account maintenance, cash management and lending account maintenance. I have been part of the team since 2011, first at J.P. Morgan Securities, then at Morgan Stanley, where I was a Wealth Management Associate. I began my career as a client service associate at UBS Financial Services, and later worked at Deutsche Bank.

Series 7 and 66 licenses

In my role as Operations Manager, I believe that I bring a diverse and valuable set of skills to Galliott – first, because of my experience: more than 15 years in world relations, customer service, sales and distribution. But also because of the places I’ve called home. I have lived in both Rio de Janeiro and Mexico City, where I used my multi-lingual expertise to immerse myself in the culture of each city and its people. This experience taught me how to connect with people and communicate with them in a truly understanding way. And this has enabled me to serve our clients very effectively. I graduated from the Mihaylo College of Business and Economics at California State University, Fullerton, where I specialized in International Business. After Mihaylo, I pursued my passion for client relations by joining The Souma Group at Morgan Stanley Private Wealth Management, where I supported the team’s sales, wholesale distribution and administration.

Series 7 and 66 licenses

Our Specialist Partners

We enrich our service offerings by collaborating with experienced partners whose fields of expertise align with our clients’ needs, as well as our team’s culture of dedication and discretion. These partners provide insightful guidance on areas ranging from compliance to taxation, from real estate to private equity, and so much more.

Distinctive Service

Galliott Capital Advisors serves as a conduit to the capabilities and intellectual capital required to effectively manage the complex nature of significant wealth. We further support our clients through an elevated service promise that, ensures their every need will be met.

Sensitive to the wide-ranging challenges our clients face, Galliott has built an array of resources to address the concerns of today’s wealthy families.
  • Public Markets Investment Management
  • Private Markets Investment Management
  • Direct Investments
  • Financial Administration
    1. Tax Accounting
    2. Trust and Entity Support services
  • Aircraft and Yacht Advisory Services
  • Art Advisory Services
  • Home Advisory Services
  • Property and Casualty protection
  • Life Insurance
  • Personal, Home and Cyber Security
  • Health Advisory and Advocacy
  • Family Governance
  • Philanthropy
  • Travel and Luxury Vacations
  • Exclusive Experiences
  • Tickets to shows and events
  • Personal interests

Our clients have already created significant wealth, so they look to us to help them protect and safeguard it through prudent wealth preservation strategies.

Our prescribed solutions typically include highly customized investment portfolios that incorporate opportunities and solutions sourced from both traditional and alternatives platforms, as we have access to a virtually unlimited array of products.

This access illustrates the practical advantage of working with an independent advisor. Perhaps more importantly, however, is the freedom Galliott has to serve in a fiduciary capacity as a financial steward, aligning customized solutions with a client’s personal values. Our clients’ best interests are our top priority, ahead of all others, and fulfilling their objectives is our only agenda.

As a source of trust and discretion for our clients, we help them navigate their financial decisions by balancing the opportunity of innovative solutions with old-world values.

News & Insights

We are committed to informing and educating our clients on topics relevant to their financial affairs, from world economic matters to personal wealth management issues. We are always available to discuss the news items or commentary posted here.

Sourced News Items
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Events

Galliott Capital Advisors is proud to be active in our community.
For more information about any of the upcoming events, please contact us at: [email protected]

Contact Us

We deliver the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Contact InfoMap

Galliott Capital Advisors

9401 Wilshire Boulevard, Suite #705
Beverly Hills, CA 90212

310.362.3320

Thank you for your interest in Galliott Capital Advisors. Our team would be happy to connect with you to answer any questions with full discretion.

[email protected]




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Disclaimers

GALLIOTT CAPITAL ADVISORS LLC (“GALLIOTT”) is a registered investment adviser located in Beverly Hills, CA. GALLIOTT and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers and on those states in which GALLIOTT maintains clients. GALLIOTT may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. GALLIOTT’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GALLIOTT’s website on the Internet should not be construed by any consumer and/or prospective client as GALLIOTT’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GALLIOTT with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.


For information pertaining to the registration status of GALLIOTT, please contact the SEC (or check online at www.adviserinfo.sec.gov), or the state securities regulators for those states in which GALLIOTT maintains a notice filing. A copy of GALLIOTT’s current written disclosure statement discussing GALLIOTT’ business operations, services, and fees is available from GALLIOTT upon written request.


Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by GALLIOTT) made reference to directly or indirectly by GALLIOTT in its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results of those indices.


Each client and prospective client agrees, as a condition precedent to his/her/its access to GALLIOTT’s website, to release and hold harmless GALLIOTT, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from GALLIOTT.


No investment decisions shall be made solely on the basis of the information provided on the Website.


You understand and agree that this site should not be deemed as an offer to buy or sell any securities. Information on our website should not be acted upon without obtaining specific advice from a licensed professional regarding the readers own situation or concerns.