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WEALTH MANAGEMENT & FAMILY ADVISORY

WHO WE

SERVE

We partner with wealth management firms and family offices to support a highly discerning clientele, individuals and families who value discretion, access, and a thoughtful approach to how they experience the world. Serving as a natural extension of your offering, we provide a seamless layer of travel and lifestyle expertise aligned with the caliber of your advisory relationship.

With a deep understanding of ultra high net worth expectations, we deliver global access, creative curation, and meticulous execution across every engagement. From complex, multi generational travel to highly personalized lifestyle requests, each experience is approached with care, precision, and an unwavering attention to detail.

We intentionally maintain a limited number of partnerships, allowing us to remain highly selective and deeply attentive, ensuring that every client experience is not only seamless, but truly exceptional.

BUSY

FAMILIES

GALLIVANT DELIGHTS IN 'MAKING MAGIC' FOR OUR BUSY FAMILIES AROUND:

  • School breaks and graduation celebrations that speak to the curiosity of younger children and twenty-somethings alike​

  • Active journeys for the uber-adventurous​

  • Semesters abroad – from Europe to Australia- for the family to join and immerse in  the culture together with their ‘student’​

  • Getaways from day-to-day life to unplug and re-connect​

  • Bonding experiences for blended families coming together

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EXECUTIVES &

ENTREPRENEURS

GALLIVANT LOVES TO PARTNER WITH OUR

EXECS AND ENTREPRENEURS TO:

  • Make the most of their available time for leisure travel by coordinating with their corporate admin teams and home calendars​

  • Maximize leisure travel opportunities abroad, while traveling for business or while on ex-pat assignments​

  • Plan a once-in-a-lifetime multi-continent adventure, complete with tutors and immersive experiences….          after THE BIG EXIT​

  • Reset and take a deep dive into self-care and exploration before re-engaging in a new business venture

RETIRED EXECUTIVES

WE CHERISH THE OPPORTUNITY

TO IMPACT THE 'TRANSITION' OF OUR RETIRED EXECS TO:

  • Make up for lost leisure time​

  • Get ‘off the grid’ to reinvigorate their passions and find new interests​

  • Exploit their freedom with unscripted possibilities

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COUPLES &

FRIEND GROUPS

WE HAVE FUN COLLABORATING WITH

COUPLES AND FRIEND GROUPS TO:

  • Celebrate a big birthday​

  • Prioritize wellness and longevity​

  • Enjoy a shopping spree​

  • Get backstage at a concert​

  • Bond around world class golf or a mountain stream​

  • Charter a yacht or villa

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TRANSLATING

DREAMS INTO

REALITY

IN OUR CONSULTATIVE APPROACH

TO BUILD A MOSAIC OF MEMORIES, WE:

  • Help you think differently about your time and your time away​

  • Discuss the path to invigorate your passions, pursuits and travel dreams​

  • Weave in our vast knowledge of the new, authentic and exceptional to create a highly individualized travel wish list, your JOURNEY MOSAIC

  • Collaborate to map out an ADVANCED TRAVEL PLAN to optimize your valuable time and provide an inspired view of what’s possible

YOUR 

JOURNEY MOSAIC & ADVANCED TRAVEL PLAN

WILL SERVE AS INSPIRING REFERENCES

AND THE STRATEGIC BASIS AS YOU

DREAM ABOUT YOUR FUTURE TRAVELS

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OUR

METHODOLOGY

STEP ONE

TO DEVELOP YOUR JOURNEY MOSAIC, WE:

  •  Gain an in-depth understanding of your travel wish list

  • Explore your interests, the "why"​ and “with whom”

  • Integrate this list with the optimal time of year to visit each destination​

JOURNEY

MOSAICTM

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OUR

METHODOLOGY

STEP TWO

TO DEVELOP YOUR

ADVANCED TRAVEL PLAN, WE:

  •  Build a 24-month calendar encompassing your personal and professional commitments to highlight your available leisure time

  • Design an individualized ADVANCED TRAVEL PLAN based on your JOURNEY MOSAIC to optimize your valuable time and spark your wanderlust

CUSTOMIZED

ADVANCED

TRAVEL PLAN

INSPIRATION 2027

WINTER

  • Zermatt Skiing​

  • Cambodia & Vietnam​

  • Palm Beach

SPRING

  • St. Barths ​

  • Pebble Beach​

  • Cotswolds​

  • Norway & the Fjords​​

SUMMER

  • Scotland​

  • Wimbledon

  • Rwanda & Mountain Gorillas​

FALL

  • Napa Wine Trip​

  • Portugal Bike Trip

HOLIDAYS

  • New York City

  • Australia 

WELLNESS

  • Amanyara

  • Canyon Ranch

OUR

METHODOLOGY

STEP THREE

TO DESIGN AND DELIVER EXTRAORDINARY, SEAMLESS JOURNEYS, WE:

  • Employ our inspiring and meticulous approach so the planning is effortless and fun via our phased process 

  • Tap into our local knowledge & deep connections to design immersive itineraries that reflect your unique travel style 

  • Ensure all the special and important details are taken care of so all you have to do is savor being there

Image by James Wheeler
Image by ZHANG Shaoqi
Wine Toast
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