Gallatin Wealth Management LLC

Overview

Gallatin Wealth Management LLC is a Wyoming limited liability company created on April 20, 2005, and listed as active.¹ The firm states that it was founded in 2005 and operates independently as a wealth management and multi-family office services firm.² It reports that it is registered as an investment adviser with the State of Wyoming.³

Its platform combines investment management, family wealth consultancy, and advisory services for individuals, families, and family offices.⁴ The firm states that wealth management is its only business and that it works collaboratively with other consultants and advisers when appropriate.¹⁴

History

Gallatin Wealth Management states that it was founded in 2005.² Its legal entity record identifies Gallatin Wealth Management LLC as a Wyoming limited liability company created on April 20, 2005.¹

Leadership

Laurent Roux is the firm’s CEO and founder. The firm says he has more than 40 years of experience working with families and family offices worldwide.¹¹ His listed experience includes strategic wealth management, family legacy and stewardship, family-office construction, asset allocation, portfolio management, manager selection, performance reviews, mutual-fund administration, and global custody.¹²

Services

Gallatin’s multi-family office services include strategic planning, family legacy and stewardship, governance, education, succession, family enterprise work, family-office organization, investment consultation, administration guidance, and interdisciplinary networking.⁵

Its wealth management practice provides customized investment management solutions for wealthy individuals and families.⁶ Portfolio management may be offered on a discretionary or non-discretionary basis, with portfolios tailored to objectives such as capital appreciation, capital preservation, growth, income, or growth and income.⁷

What the firm offers

• Investment management
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

The firm serves individuals, families, and family offices through its multi-family office platform.⁴ Its wealth management services are designed for wealthy individuals and families seeking customized investment management.⁶

Approach

Gallatin describes its philosophy as consultative, collaborative, and strategic, with client privacy, goals, needs, and aspirations forming the basis of the advisory relationship.¹³

The firm describes an open-architecture investment process that considers each client’s needs, asset classes, market sectors, risk management, and ongoing investment monitoring.⁸ Its approach draws on global market expertise, economic and investment research, and knowledge of alternative investments for portfolio diversification when appropriate.¹⁰

Clients may retain their existing custodians or select a new provider, while Gallatin offers aggregated reporting across managers, investments, and custodians.⁹

FAQs

Related resources

• LocationMultifamily offices in Wyoming

  This Wyoming focused page helps families compare multifamily office options by location, client focus, and service mix. It gives a Jackson Hole reader context for considering investment management, family governance, administration, insurance, and private investments within the state.

• GuideMultifamily office services

  An overview of multifamily office services clarifies how investment management can connect with bill pay, risk planning, family education, and alternative investments. Families and business owners can use it to identify which responsibilities they may want handled by one advisory relationship.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for single family offices and wealthy families. Readers can use its material to consider governance, education, administration, and investment questions that may arise when working with a firm serving families or existing family offices.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced CIO arrangement differs from a multifamily office relationship. A family or business owner can assess whether they need primarily investment oversight or a broader combination of governance, administration, risk planning, and private investment support.

• Similar firmsAllium Financial Advisors, LLC
  Andina Capital Management, LLC
  Argos Family Office

  Profiles of Allium Financial Advisors, LLC, Andina Capital Management, LLC, and Argos Family Office provide additional points of comparison on this site. Reviewing these firms alongside Gallatin Wealth Management LLC can help readers think through differences in client type, services, geography, and family office needs.

Sources

1. Bloomberg LEI record
2. Gallatin Wealth Management, Our Firm
3. Gallatin Wealth Management, Disclosures
4. Gallatin Wealth Management, Our Firm
5. Gallatin Wealth Management, What We Do
6. Gallatin Wealth Management, Our Firm
7. Gallatin Wealth Management, Investment Management
8. Gallatin Wealth Management, Investment Management
9. Gallatin Wealth Management, Investment Management
10. Gallatin Wealth Management, Investment Management
11. Gallatin Wealth Management, Principals
12. Gallatin Wealth Management, Principals
13. Gallatin Wealth Management, Our Firm
14. Gallatin Wealth Management, Our Firm

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.