Galliott Capital Advisors
PUBLIC, PRIVATE & SPECIAL SITUATION INVESTMENTS
Designed exclusively for
matters of wealth
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.
Our
News
We invite you to follow our private feed, where we share timely insights about news/events.
Focused
Content
We educate our clients with direct, curated commentary from our team on economic and market news.
Relevant
Context
We share external news and analysis from trusted sources to provide context for the complex financial decisions our clients face.
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.
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.
MANAGEMENT
ASSET MANAGEMENT
FAMILY MATTERS
CONCIERGE SERVICES
PATIENT ADVOCACY
- Public Markets Investment Management
- Private Markets Investment Management
- Direct Investments
- Financial Administration
- Tax Accounting
- 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
- Private Healthcare Navigation
- Patient Advocacy
- Medical Visit Preparation
- Confidential Medical History Summary
- Global Health Travel Planning
- Galliott Health Homepage
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.
Our Portfolio
Alice Technologies
ALICE is the world's first construction optioneering platform that helps GCs to easily create, explore, and update construction schedules that reduce risk while cutting construction costs and build time.
Taskmaverick
Taskmaverick is an Automated Management Platform, tirelessly tracking, training, and reminding about performance standards and cultural ideals.
Toast
Toast is a restaurant point of sale and management system that helps restaurants improve operations, increase sales and create a better guest experience.
Gemini
Gemini is a simple and secure platform to build your crypto portfolio.
DataRobot
DataRobot, the Boston-based Data Science company, enables business analysts to build predictive analytics with no knowledge of Machine Learning or programming. It uses automated ML to build and deploy accurate predictive models in a short span of time.
Coinlist
CoinList is where early adopters trade and earn the best digital assets.
hu.ma.ne
Humane is an experience company that creates personal technology for the intelligence age.
Olivela
Olivela is a luxury retailer that, for every designer item sold, donates a portion of its proceeds to children in need.
SpaceX
SpaceX designs, manufactures and launches advanced rockets and spacecraft. The company was founded in 2002 to revolutionize space technology.
Epic Games
Epic Games, Inc. is an American video game and software developer. Epic operates Fortnite, one of the world's largest games with over 350 million accounts and 2.5 billion friend connections.
Knot Standard
Knot Standard represents the future of menswear, filling a void in the Premium custom clothing space, designing timeless style, form and function.
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.
Major Financial News
August 3
2026
Kalshi traders think July jobs report will come in slightly cooler than economists’ predictions
Source: CNBC
August 3
2026
Amazon tops $3 trillion market cap as stock continues post-earnings surge
Source: CNBC
August 3
2026
AstraZeneca slides after reports of Bristol Myers merger talks leave analysts 'perplexed'
Source: CNBC
July 29
2026
Federal Reserve issues FOMC statement
Source: Federal Reserve
July 8
2026
Minutes of the Federal Open Market Committee, June 16-17, 2026
Source: Federal Reserve
External headlines are selected automatically from trusted sources for general information only. They do not constitute investment advice or a recommendation.
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: info@galliott.com
Contact Us
We deliver the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
Galliott Capital Advisors
9401 Wilshire Boulevard, Suite #705
Beverly Hills, CA 90212
310.362.3320
