Experience, Expertise & Personalized Service
Global is a multi-family office that provides integrated tax, accounting, business and wealth management services to entertainment industry professionals, entrepreneurs, professional athletes and their families.
We take a holistic approach to wealth and legacy planning that takes into account all aspects of your financial life and offers guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.
Learn More About UsComprehensive Family Office Services
Three integrated firms working together to provide a complete financial solution tailored to your unique needs.
Business Management
Global Business Management provides comprehensive financial oversight, cash flow management, and strategic business guidance for high net worth individuals, entertainment professionals, athletes, and entrepreneurs since 1960.
Tax & Accounting
Global Tax & Accounting specializes in taxation and accounting services. We are proficient in tax preparation for individuals, corporations, partnerships, trusts and exempt organizations.
Wealth Management
Global Financial Advisory Services is an SEC Registered Investment Adviser (RIA) offering holistic financial planning, asset allocation, and evidence-driven investment management.
What Sets Us Apart
More than six decades of trusted guidance, powered by an integrated approach that puts your interests first.
Fiduciary
We always act in your best interest. As fiduciaries, our advice is free from conflicts that commission-based models create.
Integrated Approach
Three firms working as one, business management, tax, and wealth, providing a seamless, holistic financial experience.
Since 1960
Over six decades of trusted service through multiple generations, market cycles, and economic environments.
Evidence-Driven Investing
Our investment philosophy is rooted in decades of peer-reviewed academic research, not speculation or market timing.
Boutique & Personal
Small enough to know every client by name, large enough to deliver institutional-quality solutions and resources.
Specialized Expertise
Deep knowledge serving entertainment professionals, athletes, and entrepreneurs with complex financial needs.
Latest from Our Blog
Expert perspectives on tax strategy, wealth management, and financial planning for high net worth individuals.
Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
The U.S. economy rebounded to a 2.1% annualized pace in Q1, but the labor market is showing signs of cooling — and stubbornly high inflation has turned the Fed hawkish under new chair Kevin Warsh, raising the prospect of rate hikes rather than cuts. Our Q3 outlook breaks down the top risks, the sources of stability, and what to watch in the second half of 2026.
Read ArticleCharitable Bequests: Practical Advice for Tax-Efficient Giving
Naming a charity as an IRA beneficiary can be one of the most tax-efficient ways to leave a legacy — but execution matters. A practical look at bequest types, common pitfalls, and how testamentary donor-advised funds can simplify the process.
Read ArticleIdentity Theft Prevention: 10 Tips to Protect Your Wealth
Scammers are increasingly sophisticated in targeting high-net-worth individuals. Ten practical steps — from credit freezes and 2FA to securing your mail — plus the warning signs to watch for and what to do if it happens.
Read ArticleReady to Take the Next Step?
We invite you to a complimentary introductory meeting to discover how Global can assist you in creating a better financial future.
Or email us at info@gbmi.com