A Multi-Family Office Built on Generations of Trust
Integrated wealth management, business management, and tax & accounting services for high net worth individuals and families.
Full-Spectrum Business Management Services
Comprehensive financial oversight, reporting, and strategic guidance for high net worth individuals.
Evidence-Driven Financial Planning & Investment Management
A disciplined, research-backed approach to help you pursue your financial goals with confidence.
Strategic Tax Planning & Accounting
Expert tax preparation, planning, and accounting services to minimize your tax burden and maximize your financial potential.
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
Comprehensive financial oversight, cash flow management, and strategic business guidance for high net worth individuals, entertainment professionals, athletes, and entrepreneurs since 1960.
Tax & Accounting
Specialist in taxation and accounting services, proficient in tax preparation for individuals, corporations, partnerships, trusts and exempt organizations.
Wealth Management
A 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.
Design | Build | Protect
An Evidence-Driven Approach to Wealth Management
Latest from Our Blog
Expert perspectives on tax strategy, wealth management, and financial planning for high net worth individuals.
2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals
The 2026 Social Security updates present strategic opportunities that directly impact the wealth management and tax planning of high-net-worth individuals. From the increased wage base to IRMAA planning and the new OBBBA senior deduction, proactive planning is essential.
Read ArticleHealth Care: The Hidden Retirement Cost You Can't Afford to Ignore
A 65-year-old retiring in 2025 will need about $172,500 to cover health care expenses throughout retirement. Rising medical costs can quietly undermine even the best-laid plans.
Read ArticleShould You Prioritize Charitable Giving in 2025 or Wait Until 2026?
The new One Big Beautiful Bill Act introduces changes to charitable deductions starting in 2026, including a 0.5% AGI floor and a 35% cap on deduction benefits.
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