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. Learn how we work with the entertainment industry, business owners and founders, and 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 UsBuilt for the People We Serve
Three kinds of clients, each with a financial life that does not fit a standard plan.
Comprehensive 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.
A Los Angeles Family Office
Since 1960
A family office brings every part of a family's financial life under one roof. At Global, that means business management, tax and accounting, and wealth management, delivered by three integrated firms that work together as one team.
As a multi-family office, we provide that coordination to more than 300 households, including entertainment industry professionals, professional athletes, entrepreneurs and their families. Global was founded in 1960 and serves Los Angeles families from offices in Sherman Oaks and Valencia, with a third office in Nashville.
What is a multi-family office?
A multi-family office serves many families instead of one, giving each access to coordinated services that would be costly to build alone.
Who does Global serve?
Entertainment industry professionals, professional athletes, entrepreneurs and other high net worth families.
Latest from Our Blog
Expert perspectives on tax strategy, wealth management, and financial planning for high net worth individuals.
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Deciding when to claim Social Security is one of the most important retirement decisions you’ll make. For affluent retirees, the decision is rarely as simple as choosing the age that produces the largest monthly check. Understanding those trade-offs can help you determine whether claiming at 62, 67, or 70 is the right fit for your retirement goals.
Read Article : Social Security Claims at 62 vs. 67 vs. 70Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
The U.S. economy rebounded to a 2.1% annualized pace in Q1, but the labor market is showing signs of cooling — and stubbornly high inflation has turned the Fed hawkish under new chair Kevin Warsh, raising the prospect of rate hikes rather than cuts.
Read Article : Quarterly OutlookCharitable Bequests: Practical Advice for Tax-Efficient Giving
Naming a charity as an IRA beneficiary can be one of the most tax-efficient ways to leave a legacy — but execution matters. A practical look at bequest types, common pitfalls, and how testamentary donor-advised funds can simplify the process.
Read Article : Charitable BequestsReady 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