In a move reflecting both growth and innovation, Gallery Investment LLC has announced a major expansion of its Advisory and Wealth Management Division — a strategic initiative designed to enhance client experience through integrated financial planning and multidisciplinary expertise.
Since its founding, Gallery Investment has distinguished itself through a relationship-first philosophy — one that views wealth management not as transaction-based, but as life-based. This expansion strengthens that philosophy by uniting key advisory disciplines under one coordinated framework.
The division, led by Sophia Patel, Executive Director of Wealth Management, now includes three specialized units:
- Family Office Services – Focusing on intergenerational wealth planning, estate coordination, and philanthropic structuring.
- Corporate & Executive Planning – Providing equity compensation strategies and liquidity event advisory.
- Institutional Advisory – Supporting endowments, foundations, and pension boards in governance and portfolio oversight.
“Our clients’ needs are increasingly complex — spanning business, family, and legacy,” Patel explains. “By building a team that connects each of these dimensions, we can serve with precision and foresight.”
The expansion follows a decade of consistent growth in client assets under management (AUM), which have risen from $2.3 billion in 2014 to over $6.7 billion by the end of 2024, driven by new institutional partnerships and family office mandates.
According to CFO Daniel Cho, this growth reflects not only market performance but also client retention. “Over 90% of our relationships extend beyond seven years,” Cho notes. “That’s the measure of trust and satisfaction we aim for.”