The Client Experience
Chief Investment Officer
Coordination of External Advisors
Consolidated Performance Reporting
Portfolio Management
Family Office
Family Office: Overview
In concert with our role serving as Chief Investment Officer for our clients, many families of significant wealth require additional services offered by a traditional family office. Our sister firm, Gleneagles Group, is a Multi-Family Office (MFO) organization providing traditional family office services to a limited number of high net worth families. Gleneagles is widely recognized as the leading multi-family office in the South. This unique connection provides Glenmore Advisors access to an unparalleled knowledge base and depth of services that is a distinct advantage for our clients.