High Net Worth
For those with more than $10million, we’re your personal CFO.
We collaborate with professionals across multiple disciplines to provide a clear path to your life goals.
Private Banking & Trust
Whether it's private banking, lending or corporate trust services, we provide the resources you need.
We identify, prioritize and address key areas that affect your family's health and wealth.
We provide a wide array of administrative services including tax preparation, payroll, budgeting, and bookkeeping.
Foundations & Endowments
From family foundations to charitable endowments, we can help.
We help establish a sustainable family structure ensuring all family members are on board.
Families rely on us for a variety of services that simply make life better. Our services are available 24/7 and include assisting you with planning travel and events, access to sporting events, gift-buying, healthcare and fitness needs and much, much more. At the Gleason Group, we help fulfill every lifestyle request providing you the best life has to offer.