The Financial Partner
Every Entrepreneur
Deserves
Global is a multi-family office purpose-built for entrepreneurs and business owners. We integrate business management, wealth management, and tax & accounting under one roof so you can focus on growing your business while we protect your personal financial future.
A Family Office Built for Entrepreneurs
Running a business demands all of your focus and energy. But the financial complexities of entrepreneurship require expert oversight, including entity structuring, tax optimization, cash flow management, succession planning, and personal wealth building alongside your business growth.
Since 1960, Global has been a trusted financial partner for entrepreneurs and business owners. We go beyond managing your money. We manage your complete financial life, integrating every discipline under one team that understands the unique demands of building and running a business.
The Financial Realities of
Entrepreneurship
Your vision and drive built your business. But the financial landscape of entrepreneurship is uniquely complex. Global exists to navigate these challenges so you can keep building.
Business & Personal Finances
Separating and optimizing both sides of your financial life requires expert coordination. We ensure your business growth fuels your personal wealth, not the other way around.
Entity Structuring
Choosing and maintaining the right business entity structure is critical for tax efficiency, liability protection, and long-term growth. We help you get it right from the start.
Tax Complexity
Business owners face layered tax obligations across federal, state, and local levels. Our proactive, year-round tax planning ensures you take advantage of every strategy available.
Asset Protection
Entrepreneurs carry unique liability risks. We help you implement strategies to shield personal assets from business exposure and ensure proper insurance coverage across the board.
Succession & Exit Planning
Whether you plan to sell, merge, or pass your business to the next generation, a well-structured exit strategy is essential. We help you plan for every scenario well in advance.
Scaling Without Losing Control
Rapid growth can outpace your financial infrastructure. We provide the CFO-level oversight and back-office support that lets you scale confidently without sacrificing financial clarity.
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 entrepreneurs and business owners.
Business Management
We step in as your committed CFO and serve as the nucleus of your business operations, handling the financial responsibilities that should not consume your time and energy as a founder.
Wealth Management
As an SEC-registered fiduciary investment adviser, we build portfolios grounded in financial science, not speculation. Our Design | Build | Protect methodology ensures your personal wealth strategy grows alongside your business.
Tax & Accounting
The taxation of entrepreneurs presents a unique set of strategies and planning opportunities. Our team provides proactive, year-round tax analysis, ensuring your business entity is optimized and every allowable deduction is captured.
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 entrepreneurial journey.
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.
Trusted by Entrepreneurs
and Business Owners Since 1960
We work with founders and business owners at every stage, from startup to scale to succession and beyond.
Startup Founders
Early-stage and venture-backed founders
Small Business Owners
Growing businesses seeking financial clarity
Executives & C-Suite
Corporate leaders with complex compensation
Partnership & Firm Owners
Professional practices & multi-owner entities
Franchise Owners
Single and multi-unit franchise operators
Real Estate Investors
Property portfolios & development ventures
Serial Entrepreneurs
Multi-venture founders & investors
Their Families
Multi-generational wealth & family governance
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