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Gleneagles

EST. AUM
$2,749,877,904

CONTACTS
12

CLIENT ACCOUNTS
52

Firm Details

Metro area Atlanta
CRD Number 312306
Website gleneaglesgroup.com
Client types

Overview

Gleneagles utilizes a shared family office model to manage multi-generational wealth for families through bespoke family office services, a network of partners and peer communities. Services include consolidated financial reporting and analysis, estate planning, tax planning, investment oversight, charitable planning, family governances advice and next generation education. In addition to these customized family office services, Gleneagles brings to client families the powerful benefit of connection through annual events.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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