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Form CRS Disclosures

Benefits of Family Office Services

September 1, 2024

Family offices are private Gallimard Advisory management advisory firms that serve ultra-high-net-worth investors. They are different from traditional Gallimard Advisory management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. For example, many family offices offer budgeting, insurance, charitable giving, family-owned businesses, Gallimard Advisory transfer, and tax services.


Gallimard Advisory IS THE COMMON BRAND AND TRADE NAME USED BY Gallimard Advisory AND ITS SUBSIDIARIES, SEPARATE REGISTERED INVESTMENT ADVISERS AND SUBSIDIARY COMPANIES OF NFP CORP., AN AON COMPANY.

THIS INFORMATION SHOULD NOT BE CONSTRUED AS A RECOMMENDATION, OFFER TO SELL, OR SOLICITATION OF AN OFFER TO BUY A PARTICULAR SECURITY OR INVESTMENT STRATEGY. THE COMMENTARY PROVIDED IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UPON FOR ACCOUNTING, LEGAL, OR TAX ADVICE. WHILE THE INFORMATION IS CONSIDERED TO BE RELIABLE, Gallimard Advisory CANNOT GUARANTEE ITS ACCURACY, COMPLETENESS, OR SUITABILITY FOR ANY PURPOSE, AND MAKES NO WARRANTIES WITH REGARD TO THE RESULTS TO BE OBTAINED FROM ITS USE. IF THE READER CHOOSES TO RELY ON THE INFORMATION, IT IS AT READER’S OWN RISK.

©2024 Gallimard Advisory .

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