About

Established in 1960, Global is an independent, multi-family office providing integrated tax, accounting, business and wealth management services to professional athletes, business owners, entrepreneurs, entertainment industry professionals 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.

 

David Garelick EA, CFP®

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™. David is a Life Agent and FINRA licensed series 7, 24, 63 & 65. He is a member of the National Association of Enrolled Agent (NAEA) and the Financial Planning Association (FPA). David sits on boards of non-profit and for profit organizations. Read More

 

 

Our History

1960 – Global Business Management was founded in New York

<h4>1960 – Global Business Management was founded in New York</h4>

1968 – Garelick Tax & Accounting firm founded

1970 – Global Business Management moves to Los Angeles

<h4>1970 – Global Business Management moves to Los Angeles</h4>

1985 – Global Merges with Garelick’s firm

<h4>1985 – Global Merges with Garelick’s firm</h4>

1997 – Global Financial Advisory Services, Inc. was founded

<h4>1997 – Global Financial Advisory Services, Inc. was founded</h4>

2006 – Global opens second office in Valencia, California

<h4>2006 – Global opens second office in Valencia, California</h4>

ALWAYS IN OUR HEARTS – NEVER FORGOTTEN

leewinkler

 

 

 

 

 

 

 

 

 

 

 

 

Lee B. Winkler

Years with company: 50+ years

CEO: 1960 – 1984

Executive Director: 1985 – 2010

louis-garelick

 

 

 

 

 

 

 

 

 

 

 

 

Louis Garelick

CEO: 1985 – 1999

 
Over 55 years of quality
family office solutions
dedicated to your success.