Overview

At Gallant & Toole, we recognize that true wealth demands more than traditional accounting. Our Personalized Wealth Accounting services are engineered to provide high-net-worth individuals (HNWIs), family offices, and global investors with tailored financial clarity—across assets, borders, and generations.

Whether you hold diversified investments, manage intergenerational trusts, or maintain complex asset classes such as art, real estate, or private equity—our team delivers curated financial reporting designed to support strategic decision-making, regulatory compliance, and enduring wealth stewardship.

What We Deliver:

Customized Financial Reporting

No two portfolios are the same. We design fully customized reporting templates that reflect your unique asset structure, entity holdings, and strategic priorities. Reports are built for both day-to-day insight and long-term planning.

Consolidated Global View

We aggregate your financial data from multiple geographies and asset classes into a unified, easy-to-digest format—giving you a 360° view of your net worth, liquidity, liabilities, and income flow.

Trusts, Foundations & Alternative Assets

Our expertise extends beyond traditional securities. We provide comprehensive accounting for:

• Domestic and offshore trusts

• Private foundations and charities

• Alternative assets (VC, PE, hedge funds)

• Luxury assets (yachts, jets, collectibles)
  

Dynamic Cash Flow & Forecasting Tools

We support proactive decision-making with intelligent cash flow tracking and forecasting tailored to your lifestyle, liquidity needs, and planned investments.

Strategic Insight & Collaboration

Your wealth advisor, legal counsel, investment managers, and tax consultants often operate in silos. Gallant & Toole bridges the gap by producing financial data that’s structured for cross-disciplinary use—making collaboration seamless and effective.

Who We Serve:

• Entrepreneurs & Founders seeking visibility across business and personal finances

• Family Offices requiring robust, centralized financial reporting for multi-generational needs

• Global Investors managing portfolios with multi-jurisdictional complexity

• Philanthropists desiring clarity across foundations, grants, and donor-advised funds

• Professionals & Executives preparing for succession, liquidity events, or relocation

Why Gallant & Toole:

• Discreet & Confidential: We uphold the highest levels of privacy and discretion

• Technology-Enabled: Secure platforms with real-time access and analytics

• Regulatory Awareness: Aligned with global financial reporting and compliance standards

• Family-Oriented: Designed with succession and legacy at the forefront

• Cross-Border Expertise: We manage complexities across international reporting frameworks

Our Technology Advantage:

Clients have secure access to their customized financial dashboards, document vaults, and automated reporting schedules—accessible 24/7 from any device, encrypted and privacy-protected. We also integrate with your preferred financial institutions and custodians to streamline data feeds, minimizing manual input and maximizing accuracy.

Let’s Start with a Confidential Discovery Call:

Whether you're restructuring your holdings or seeking greater transparency into your wealth, our advisors are ready to build an accounting framework that works for your life and legacy.

📞 Speak with a Wealth Accounting Specialist Contact Us