Multi-Family Office

Updated:

Galileo Planning Group

Galileo Planning Group is a fee-only RIA and multi-family office. No founding date, AUM, or leadership is public — a firm built on discretion.

Galileo Planning Group

Galileo Planning Group is a registered investment advisor (RIA) based in the United States, operating with a professed multi-family office structure. Its founding date and principal names are not disclosed publicly, consistent with a firm that values client privacy over marketing visibility. The wealth origins of the families served are not attributed to any specific source in public record, indicating either a broad client base or deliberate anonymity. The firm's investment approach centers on financial planning, with an emphasis on tax, estate, and retirement strategies typical of a planning-led RIA. No specific asset class breakdown, portfolio holdings, or deal activity is available. Given the lack of disclosed AUM, deployment data, or sector concentration, Galileo appears to operate as a boutique advisory firm rather than a direct investment vehicle. Team size and additional office locations are not listed, suggesting a lean operational footprint. There are no known philanthropic structures, operating companies, or industry club memberships linked to the firm. No recent operational event has been publicly reported in the last 24 months, maintaining the firm's low profile. The firm's structural differentiator is its adherence to a fee-only, planning-first model in an industry where revenue often comes from assets under management. Without public filings or press coverage, Galileo remains a small operator in the crowded RIA space, with a niche likely centered on personal relationships rather than institutional scale.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Frequently asked questions

What services does Galileo Planning Group provide?

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.

Is Galileo Planning Group a single-family office?

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.

What is the firm's AUM or assets under management?

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.

Who founded Galileo Planning Group?

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.

Does Galileo Planning Group invest directly in companies or funds?

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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