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Who We Serve
Overview
Individual and Families
Executives
Attorneys
Business Owners
Woman Investors
Charitable Investors
Endowments and Foundations
Family Office Services
What We Do
Overview
Financial Planning
Overview
Planning Considerations
Client Reporting
Investing
Overview
Our Investment Philosophies
Outsourced Chief Investment Officer Sevices
Family Office Services
About
Overview
Our History
Why Work With Us?
Community Outreach
Diversity, Equity, Inclusion, & Belonging
Recognition
For Experienced Advisors
News & Resources
Overview
Newsroom
Whitepapers & Checklists
Market Commentary
FAQs
Contact
Overview
Book a Consultation
Careers
Account
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Financial Planning News & Resources
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September 1, 2024
Benefits of Family Office Services
Family offices are private Gallimard Advisory management advisory firms that serve ultra-high-net-worth investors. They are different from traditional...
Family Office
Impact Investing
In The News
Education Planning
September 2, 2024
Fiduciary Duty
When you work with a financial advisor, you want to know that they are acting in your best interest. This is where the concept of fiduciary duty comes...
Marital
Divorce
Pre-Retirement
September 3, 2024
Inheriting an IRA
When you inherit an IRA, you will need to consider the rules that apply to your situation. The rules that apply to you will depend on your relationshi...
Financial Planning
Executive Planning
Checklist
Guides Whitepapers
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September 1, 2024
Gallimard Advisory Divorce Asset Planning
Divorce can be a challenging and emotional process, and it is important to have a plan in place to protect your financial interests. In this whitepape...
Press Release
Financial Uncertainty
Education Planning
September 2, 2024
Cheat Sheet: Federal Tax
Federal taxes can be complex and confusing. To help you navigate the tax code, we have created a cheat sheet with some key information about federal t...
Financial Planning
Charitable Giving
September 3, 2024
Financial Uncertainty Preparedness
Financial uncertainty is a reality that we all face at some point in our lives. Whether it's a job loss, a medical emergency, or a global economic dow...
Wealth Management
Retirement Planning
Market Commentary
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September 1, 2024
Q4 2023 Market Commentary
As we enter the fourth quarter of 2023, we are providing our market commentary to help our clients navigate the current investment landscape. Our team...
Endowment And Foundation
Life Changes
Executive Planning
In The News
September 2, 2024
Quarterly Commentary Graphic Q1 2024
Our quarterly commentary for the first quarter of 2024 is now available. In this report, our team of analysts provides an in-depth analysis of the mar...
Pre-Retirement
Social Security
Divorce
September 3, 2024
Quarterly Commentary Graphic Q2 2023
Our quarterly commentary for the second quarter of 2023 is now available. In this report, our team of analysts provides an in-depth analysis of the ma...
Financial Planning
Estate Planning
Philanthropy
Healthcare
