About Global
Global is a multi-family office providing integrated tax, accounting, business and wealth management services to entertainment professionals, entrepreneurs, executives, and their families. We take a holistic approach to wealth and legacy planning that offers guidance, clarity, and expertise to help you build confidence in a more secure financial future.
Leadership
Guiding our clients through every stage of their financial journey with expertise, integrity, and personalized attention.
EA, CFP®, AIF®
David Garelick
David is committed to clients for the long-term and acts in a fiduciary capacity. He helps clients in all aspects of their financial lives and gives tailored advice to each client's specific needs, goals and objectives. David has extensive knowledge and experience in the areas of retirement, tax, education, estate and insurance planning. He also continues to prepare individual, business, fiduciary and estate tax returns.
David Garelick has been with Global since 1987 and took over as the President/CEO in 1999. He received his undergraduate degree from UCLA and his graduate MBA degree from California Lutheran University. He holds the designations of Enrolled Agent and Certified Financial Planner™. He is also a member of the National Association of Enrolled Agents (NAEA) and the Financial Planning Association (FPA). David sits on boards of non-profit and for-profit organizations.
65+ Years of Financial Excellence
From humble beginnings in New York to a multi-office operation serving hundreds of high-net-worth clients across the country, our journey represents unwavering commitment to excellence.
ALWAYS IN OUR HEARTS – NEVER FORGOTTEN
Executive Director: 1985 – 2010
Ready to Start Your Journey?
Experience the difference of working with a team dedicated to your complete financial well-being. Schedule a consultation to learn how our integrated approach can help you achieve your goals.
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