Galileo Planning Group

Galileo offers comprehensive financial planning, including investment management, tax strategy, estate planning, and retirement income planning. The firm uses a fee-only structure, meaning it charges clients directly rather than earning commissions from product sales.

Galileo presents itself as a multi-family office serving multiple families, not a single-family office. As an RIA, it is registered with the SEC or state regulators and must adhere to fiduciary standards under the Investment Advisers Act.

Galileo does not publicly disclose its AUM. Industry norms for small multi-family offices range from under $500 million to a few billion, but no official figure has been published by the firm or through regulatory filings.

The founding principal or principals have not been named in any public source. The firm's privacy posture extends to its leadership, which is typical for firms serving high-net-worth families who prefer anonymity.

There is no public evidence that Galileo makes direct investments in companies or private funds. Its model appears to be advisory, with investment management likely executed through third-party vehicles or allocation recommendations rather than proprietary dealmaking.