Experience, Expertise & Personalized Service
Global is a multi-family office that provides integrated tax, accounting, business and wealth management services to entertainment industry professionals, entrepreneurs, professional athletes 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.
Learn More About UsComprehensive Family Office Services
Three integrated firms working together to provide a complete financial solution tailored to your unique needs.
Business Management
Global Business Management provides comprehensive financial oversight, cash flow management, and strategic business guidance for high net worth individuals, entertainment professionals, athletes, and entrepreneurs since 1960.
Tax & Accounting
Global Tax & Accounting specializes in taxation and accounting services. We are proficient in tax preparation for individuals, corporations, partnerships, trusts and exempt organizations.
Wealth Management
Global Financial Advisory Services is an SEC Registered Investment Adviser (RIA) offering holistic financial planning, asset allocation, and evidence-driven investment management.
What Sets Us Apart
More than six decades of trusted guidance, powered by an integrated approach that puts your interests first.
Fiduciary
We always act in your best interest. As fiduciaries, our advice is free from conflicts that commission-based models create.
Integrated Approach
Three firms working as one, business management, tax, and wealth, providing a seamless, holistic financial experience.
Since 1960
Over six decades of trusted service through multiple generations, market cycles, and economic environments.
Evidence-Driven Investing
Our investment philosophy is rooted in decades of peer-reviewed academic research, not speculation or market timing.
Boutique & Personal
Small enough to know every client by name, large enough to deliver institutional-quality solutions and resources.
Specialized Expertise
Deep knowledge serving entertainment professionals, athletes, and entrepreneurs with complex financial needs.
Latest from Our Blog
Expert perspectives on tax strategy, wealth management, and financial planning for high net worth individuals.
What Is Capital Gains Tax? 2026 Rates Explained
Capital gains tax is a vital part of tax planning that should be considered throughout the year — not just at filing time. Learn how short-term and long-term rates work, what the 2026 brackets look like, and how proactive planning can help you minimize your bill.
Read ArticleBear vs. Bull Market: What Retirees Need to Know
Understanding the difference between bear and bull markets — and how to respond to each — is critical for protecting long-term wealth and generating sustainable retirement income.
Read ArticleHow to Save for Your Baby's Future: Financial Planning for New Parents
A new baby changes a lot about your priorities and your financial plan. From insurance and estate planning to 529s and Trump Accounts, learn how to protect your family and set your child up for long-term financial success.
Read ArticleReady to Take the Next Step?
We invite you to a complimentary introductory meeting to discover how Global can assist you in creating a better financial future.
Or email us at info@gbmi.com