Entertainment Family Office

Your Career Deserves a
Financial Team That
Gets It

Global is a multi-family office purpose-built for entertainment professionals. We integrate business management, wealth management, and tax & accounting under one roof so you can focus on your craft while we protect everything you've built.

Since 1960

A Family Office Built for the Entertainment Industry

Entertainment professionals face financial realities that most advisors simply don't understand, including unpredictable income cycles, multi-state tax obligations, complex contract structures, royalty streams, and the need for discretion at every level.

Since 1960, Global has been the trusted financial partner for actors, directors, writers, producers, musicians, and the professionals behind the industry. We go beyond managing your money. We manage your complete financial life, integrating every discipline under one team that truly understands your world.

65+
Years of Service
300+
Households Served
3
Office Locations
100%
Fiduciary
Global Financial Advisory Services Office
Est. 1960
Multi-Family Office
We Understand Your World

The Financial Realities of
Entertainment Careers

Your talent built your career. But the financial landscape of entertainment is uniquely complex. Global exists to navigate these challenges so you never have to face them alone.

Unpredictable Income

Feast-or-famine earnings cycles require sophisticated cash flow management and tax planning to smooth out the financial peaks and valleys of a career in entertainment.

Multi-State Tax Complexity

Filming in multiple states and countries creates a web of tax obligations. We specialize in managing multi-jurisdiction filings and identifying every allowable deduction.

Complex Deal Structures

Production deals, profit participation, residuals, and royalty streams each require specialized financial knowledge to track, optimize, and report accurately.

Asset Protection

High-profile careers require sophisticated strategies to protect personal assets, manage public exposure risk, and ensure proper insurance and liability coverage.

Family & Legacy Planning

Your legacy extends beyond your career. Estate planning, generational wealth transfer, and family governance require careful coordination across multiple disciplines.

Discretion & Trust

Your financial matters require the highest level of confidentiality. We've maintained the trust of entertainment professionals and their families for over six decades.

Integrated Family Office Services

Three Disciplines. One Team.
Complete Peace of Mind.

Unlike firms that offer a single service, Global integrates business management, wealth management, and tax & accounting into a unified family office experience, purpose-built for the entertainment industry.

01

Business Management

Your Financial Command Center

We handle the day-to-day financial operations of your career and personal life, including bill pay, budgeting, cash flow management, insurance oversight, and lifestyle coordination, so you can focus on what you do best.

Bill Pay & Cash Flow Management
Income & Expense Tracking
Contract & Deal Analysis
Insurance Policy Review
Budgeting & Projections
Concierge Lifestyle Services
Explore Business Management
Business Management Services
02

Wealth Management

Evidence-Driven Investing

As an SEC-registered fiduciary investment adviser, we build portfolios grounded in financial science, not speculation. Our Design | Build | Protect methodology ensures your wealth strategy evolves with your life and career.

Fiduciary Investment Advisory
Retirement & Financial Planning
Estate & Legacy Planning
Risk Management
Education Planning
Portfolio Dashboard Access
Explore Wealth Management
Wealth Management Services
03

Tax & Accounting

Entertainment Tax Specialists

The taxation of entertainment professionals presents a unique set of strategies and planning opportunities. Our team has deep expertise in multi-state filings, entertainment-specific deductions, and proactive year-round tax planning to minimize your burden and maximize your take-home.

Individual & Business Tax Returns
Multi-State Tax Compliance
Year-Round Tax Planning
Estate, Gift & Trust Returns
Payroll Tax Services
Audit & Notice Response
Explore Tax & Accounting
Tax and Accounting Services
Our Methodology

Design | Build | Protect

Three simple words that serve as a guide to keep your values, needs, and goals at the forefront of everything, from the big picture to the smallest details.

Design

Explore, understand, and clarify your life and financial goals. We start by listening and learning the nuances of your career, family, and vision for the future.

Build

Put all the wheels of your holistic financial plan in motion through extensive research and evidence-driven strategies tailored to your entertainment career.

Protect

Stay on track through continual analysis, advice, and education. Life happens — we're here to help you adapt and keep your plan aligned with your evolving goals.

Who We Serve

Trusted by Entertainment
Professionals Since 1960

We work with creative professionals at every stage of their career, from rising talent to established industry leaders and their families.

Actors & Performers

Film, television, theater & voice

Directors & Producers

Feature film, TV & streaming

Writers & Creators

Screenwriters, showrunners & authors

Musicians & DJs

Recording artists, composers & touring

Agents & Managers

Talent agencies & management firms

Executives & Entrepreneurs

Studio execs & entertainment business owners

Crews & Below-the-Line

Cinematographers, editors & key crew

Their Families

Multi-generational wealth & family governance

"
We believe in creating a flexible framework that ensures your money is helping to accomplish your goals, rather than impairing them. Our holistic approach addresses the unique challenges of entertainment careers and allows each client to maintain their focus on what truly matters — their family, career, and incredible talents.
David Garelick, President & CEO

Ready to Experience the
Global Difference?

Schedule a no-obligation introductory meeting to discover how Global's integrated family office approach can bring clarity, confidence, and peace of mind to your financial life.

Schedule a Consultation
Or call us directly at (818) 385-3100  |  info@gbmi.com