Gallatin Wealth Management LLC

The firm is a small, state-registered independent adviser that serves a limited number of individuals, high‑net‑worth families, trusts and business entities, providing discretionary portfolio management and multi‑family office services including family wealth consultation, governance, succession planning and philanthropy coordination. It typically works with a small client roster and manages client portfolios using pooled vehicles and direct securities across domestic and international markets.

The firm develops individualized investment policies through personal discussions and implements those policies using a mix of analytical methods (fundamental, technical, quantitative and qualitative), asset allocation and both long‑ and short‑term strategies; it may also use options sparingly. For multi‑family office clients the firm can serve as an “outsourced investment committee,” offering investment review, overlay risk management and monitoring of third‑party managers.

What is distinctive about the firm is its significant non‑U.S. client base and pronounced international experience, reflected in advisory work with families and family offices worldwide and involvement with an Asia‑focused private equity fund’s advisory structure. The firm’s sole adviser also holds board and trust‑company affiliations and anticipates spending up to about 20% of professional time on other industry roles, which shapes its referral and family‑office service model and the highly customized nature of its engagements.