Professional Athlete Family Office

Your Game Plan for
Financial Success
Starts Here

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

Since 1960

A Family Office Built for Professional Athletes

Professional athletes face a financial reality unlike any other profession. High earnings compressed into a short career window, complex multi-state tax obligations, constant demands from advisors and agents, and the pressure to make your money last well beyond the final whistle.

Since 1960, Global has been a trusted financial partner for athletes and their families. We go beyond managing your money. We manage your complete financial life, integrating every discipline under one team that understands the unique demands of a career in professional sports.

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
Professional Sports Careers

Your talent and dedication got you here. But the financial landscape of professional sports is uniquely complex. Global exists to navigate these challenges so you never have to face them alone.

Short Earning Window

The average professional sports career lasts only a few years, making it critical to maximize and protect earnings during your peak to sustain your lifestyle for decades to come.

Multi-State Tax Complexity

Playing games across multiple states and countries creates a web of tax obligations. We specialize in managing the "jock tax" filings and identifying every allowable deduction.

Complex Contract Structures

Signing bonuses, guaranteed money, performance incentives, endorsement deals, and deferred compensation each require specialized knowledge to track and optimize.

Asset Protection

High-profile careers require sophisticated strategies to protect personal assets, manage liability exposure, and ensure proper insurance coverage for both on and off the field.

Family & Legacy Planning

Your legacy extends far beyond the game. Estate planning, generational wealth transfer, and family governance require careful coordination to protect what you've built.

Post-Career Transition

Planning for life after sports is essential. We help you build a financial foundation that supports your next chapter, whether it's business ventures, broadcasting, coaching, or retirement.

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 professional athletes.

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 stay focused on your performance.

Bill Pay & Cash Flow Management
Income & Expense Tracking
Contract & Endorsement 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 career and well beyond it.

Fiduciary Investment Advisory
Retirement & Financial Planning
Estate & Legacy Planning
Risk Management
Post-Career Transition Planning
Portfolio Dashboard Access
Explore Wealth Management
Wealth Management Services
03

Tax & Accounting

Professional Athlete Tax Specialists

The taxation of professional athletes presents a unique set of strategies and planning opportunities. Our team has deep expertise in multi-state "jock tax" filings, endorsement income structuring, and proactive year-round tax planning to minimize your burden and maximize your take-home.

Individual & Business Tax Returns
Multi-State "Jock 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 athletic career and beyond.

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 Professional
Athletes Since 1960

We work with athletes at every stage of their career, from draft day to retirement and beyond, across all major sports.

NFL Players

Football professionals & rookies

NBA Players

Basketball professionals at all levels

MLB Players

Baseball professionals & minor leaguers

NHL Players

Hockey professionals & prospects

MLS & Soccer Players

Professional soccer athletes

Individual Sport Athletes

Golf, tennis, boxing & MMA

Agents & Managers

Sports agencies & management teams

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 professional sports careers and allows each client to maintain their focus on what truly matters: their family, their game, and their 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