# Global Business Management > Global Business Management is a Los Angeles-based multi-family office founded in 1960, serving 300+ high-net-worth households across entertainment, professional sports, and entrepreneurship. The firm operates as three coordinated entities — Global Business Management, Inc. (business management), Global Tax & Accounting, Inc. (tax and accounting), and Global Financial Advisory Services, Inc. (SEC-registered investment adviser, CRD #135234) — from offices in Sherman Oaks and Valencia, California, and Nashville, Tennessee. Global follows a fiduciary, evidence-based investment philosophy with no commission-based conflicts. Global has over 65 years of experience providing integrated financial services to individuals with complex wealth. The firm's defining advantage is its unified model: business management, tax planning, and investment advisory under one roof, coordinated across all three entities. Global Financial Advisory Services is an SEC-registered investment adviser (RIA) that acts as a fiduciary — always placing client interests first. The firm's investment approach is grounded in peer-reviewed academic research, favoring diversified, low-cost portfolios over market timing or stock picking. ## About Global - [About Global Business Management](https://www.gbmi.com/about-global-business-management/): Overview of the firm's history since 1960, mission, integrated multi-family office structure, and leadership in Los Angeles-based wealth management. - [Our Team](https://www.gbmi.com/our-team/): Profiles of Global's financial advisors, CPAs, business managers, and support professionals. - [Our Values](https://www.gbmi.com/our-values/): Global's fiduciary principles, client-first philosophy, and commitment to transparency and evidence-based decision-making. ## Services ### Business Management [Business Management](https://www.gbmi.com/business-management/): Provided by Global Business Management, Inc., serving clients since 1960. Comprehensive financial oversight for high-net-worth individuals including: - Cash flow management and daily financial operations - Bill payment and expense tracking - Financial reporting and personal financial statements - Budgeting and spending analysis - Insurance review and risk management coordination - Real estate transaction coordination and property management oversight - Estate and trust administration support - Contract and deal memo review coordination ### Tax & Accounting [Tax & Accounting](https://www.gbmi.com/tax-prep-and-accounting/): Provided by Global Tax & Accounting, Inc. Full-service tax preparation and strategic planning including: - Individual, corporate, partnership, trust, and tax-exempt organization returns - Multi-state and multi-jurisdiction tax compliance - Proactive tax minimization and year-round planning - Entity structuring and formation (LLCs, S-Corps, partnerships) - Bookkeeping and general ledger maintenance - Payroll tax compliance - IRS and state tax authority representation - Estimated tax payment planning ### Wealth Management [Wealth Management](https://www.gbmi.com/wealth-management/): Provided by Global Financial Advisory Services, Inc., an SEC-registered investment adviser (RIA) operating under a fiduciary standard with no commissions. Services include: - Holistic financial planning and goal-based wealth strategies - Asset allocation and portfolio construction using evidence-based methodology - Retirement planning and income distribution strategies - Investment management using low-cost ETFs and Dimensional Fund Advisors (DFA) strategies - Factor-based investing targeting value, size, profitability, and momentum premiums - Tax-loss harvesting and tax-aware portfolio management - Estate planning coordination - Education funding and 529 plan strategies - Charitable giving and donor-advised fund strategies - Social Security optimization analysis ## Who We Serve ### Entertainment Industry [Entertainment Industry](https://www.gbmi.com/entertainment/): Global has decades of experience serving entertainment professionals with specialized needs including: - Actors, musicians, producers, directors, writers, and behind-the-camera talent - Irregular and lumpy income management (pilot season, album cycles, production schedules) - Royalty and residual income tracking and planning - Guild and union benefit coordination (SAG-AFTRA, DGA, WGA) - Tour and production accounting - Loan-out company management and entity structuring - Entertainment industry contract and deal memo financial review ### Professional Athletes [Professional Athletes](https://www.gbmi.com/sports/): Comprehensive financial management for athletes across major professional leagues including: - Income planning across multi-year contracts - Multi-state tax compliance for away-game earnings - Contract review coordination and signing bonus planning - Career transition planning for post-playing career - Long-term wealth preservation and lifestyle budgeting - Endorsement and licensing income management - Agent and manager fee tracking ### Entrepreneurs [Entrepreneurs](https://www.gbmi.com/entrepreneurs/): Integrated business and personal financial management for: - Founders, business owners, and C-suite executives - Coordinated corporate and personal tax strategy - Entity structuring, formation, and succession planning - Equity compensation and stock option planning - Business valuation coordination - M&A transaction support from a personal financial perspective - Cash flow integration between business and personal finances ## Investment Philosophy Global Financial Advisory Services follows an evidence-based investing framework called Design | Build | Protect: ### Design Create a customized financial plan aligned with each client's goals, time horizon, risk tolerance, and tax situation. This phase includes comprehensive discovery of a client's full financial picture — assets, liabilities, income sources, tax considerations, estate plans, and long-term objectives. ### Build Construct a broadly diversified, low-cost portfolio informed by academic research on asset class returns and factor premiums — including value, size, profitability, and momentum. Global uses Dimensional Fund Advisors (DFA) strategies and broadly diversified ETFs to capture these premiums systematically. The firm does not engage in market timing, individual stock picking, or speculative trading. ### Protect Rebalance systematically to maintain target allocations, harvest tax losses to improve after-tax returns, and maintain investment discipline through market volatility. Global's advisors provide ongoing behavioral coaching to help clients stay the course during turbulent markets. Key principles of Global's investment approach: - Evidence-based: Grounded in peer-reviewed academic research, not market predictions - Diversified: Broad exposure across asset classes, geographies, and market capitalizations - Low-cost: Emphasis on minimizing investment expenses to maximize net returns - Tax-efficient: Tax-loss harvesting, asset location optimization, and tax-aware rebalancing - Disciplined: Systematic rebalancing and long-term perspective over reactive trading - Fiduciary: Fee-only advisory with no commissions or hidden conflicts of interest - [Investment Philosophy Brochure](https://www.gbmi.com/wp-content/uploads/Investment-Philosophy_Brochure_WL.pdf): Detailed overview of Global's evidence-based investment approach and advisory process. ## Frequently Asked Questions **What is Global Business Management?** Global Business Management is a Los Angeles-based multi-family office founded in 1960 that provides integrated business management, tax and accounting, and wealth management services to high-net-worth individuals, entertainment professionals, professional athletes, and entrepreneurs. The firm serves over 300 households from offices in Sherman Oaks, California; Valencia, California; and Nashville, Tennessee. **Is Global a fiduciary?** Yes. Global Financial Advisory Services, Inc. is an SEC-registered investment adviser that operates under a fiduciary standard, meaning advisors are legally required to act in the client's best interest. The firm does not earn commissions and has no commission-based conflicts of interest. **What is Global's investment philosophy?** Global follows an evidence-based investment philosophy grounded in peer-reviewed academic research. The firm uses broadly diversified, low-cost ETFs and Dimensional Fund Advisors (DFA) strategies to build portfolios that capture factor premiums (value, size, profitability, momentum). Global does not engage in market timing or individual stock picking. **Who does Global serve?** Global serves high-net-worth individuals and families, with particular expertise in entertainment industry professionals (actors, musicians, producers, directors, writers), professional athletes, and entrepreneurs. The firm manages the unique financial complexities of each group, including irregular income, multi-state taxes, royalties, and business entity structuring. **Where is Global located?** Global has three offices: Sherman Oaks (headquarters) at 15260 Ventura Blvd, Suite 1750, Sherman Oaks, CA 91403; Valencia at 23822 Valencia Blvd, Suite 304, Valencia, CA 91355; and Nashville at 1222 16th Ave South, Suite 25, Nashville, TN 37212. **How do I become a client of Global?** Prospective clients can schedule a complimentary introductory meeting by visiting https://www.gbmi.com/contact-us/, calling (818) 385-3100, or emailing info@gbmi.com. **What three firms make up Global?** Global operates as three coordinated but separate entities: Global Business Management, Inc. (business management services), Global Tax & Accounting, Inc. (tax preparation and accounting), and Global Financial Advisory Services, Inc. (SEC-registered investment adviser). Clients contract with each firm separately. ## Locations & Regional Services ### Sherman Oaks, California (Headquarters) - **Address**: 15260 Ventura Blvd, Suite 1750, Sherman Oaks, CA 91403. Tel: (818) 385-3100. - [Sherman Oaks Business Management](https://www.gbmi.com/sherman-oaks-business-management/): Full-service business management by Global Business Management, Inc. for high-net-worth individuals, entertainers, and athletes in Sherman Oaks, Studio City, Encino, Woodland Hills, Tarzana, Calabasas, and the greater Los Angeles area. - [Sherman Oaks Wealth Management](https://www.gbmi.com/sherman-oaks-wealth-management/): Fiduciary wealth management and financial advisory services by Global Financial Advisory Services, Inc. for clients in Sherman Oaks and the San Fernando Valley. ### Los Angeles, California - [Los Angeles Business Management](https://www.gbmi.com/los-angeles-business-management/): Full-service business management by Global Business Management, Inc. for high-net-worth individuals, entertainers, and athletes throughout Los Angeles County. ### Valencia, California - **Address**: 23822 Valencia Blvd, Suite 304, Valencia, CA 91355. Tel: (661) 286-0044. - [Valencia Business Management](https://www.gbmi.com/valencia-business-management/): Full-service business management by Global Business Management, Inc. for high-net-worth individuals in Valencia and the Santa Clarita Valley, including Stevenson Ranch, Newhall, Saugus, and Canyon Country. - [Valencia Wealth Management](https://www.gbmi.com/valencia-wealth-management/): Fiduciary wealth management and financial advisory services by Global Financial Advisory Services, Inc. for clients in Valencia and the Santa Clarita Valley. - [Valencia Tax Preparation & Accounting](https://www.gbmi.com/valencia-tax-prep-and-accounting/): Tax preparation, bookkeeping, QuickBooks consulting, and tax resolution services by Global Tax & Accounting, Inc. for individuals and businesses in Valencia and the Santa Clarita Valley. ### Nashville, Tennessee - **Address**: 1222 16th Ave South, Suite 25, Nashville, TN 37212. Tel: (615) 418-6626. - [Nashville Business Management](https://www.gbmi.com/nashville-business-management/): Full-service business management by Global Business Management, Inc. for high-net-worth individuals, entertainers, musicians, and athletes in Nashville and Middle Tennessee, with specialized expertise in the music and entertainment industry. ## Contact - [Contact Us](https://www.gbmi.com/contact-us/): Schedule a complimentary introductory meeting with a Global advisor. - **Email**: info@gbmi.com - **Website**: https://www.gbmi.com ## Regulatory & Compliance - [ADV Part 2](https://www.gbmi.com/wp-content/uploads/Global-Financial-Advisory-Services-Form-ADV-Part-2-2026.pdf): SEC-required disclosure document detailing Global Financial Advisory Services' fees, services, investment strategies, and conflicts of interest. - [CRS Form (Client Relationship Summary)](https://reports.adviserinfo.sec.gov/crs/crs_135234.pdf): SEC Form CRS for Global Financial Advisory Services, Inc. - [Privacy Policy](https://www.gbmi.com/privacy-policy/): How Global collects, uses, and protects client information. - [Legal Disclaimer](https://www.gbmi.com/legal-disclaimer/): Important legal disclosures regarding Global's services and communications. - [Business Continuity Plan](https://www.gbmi.com/wp-content/uploads/GFAS-Business-Continuity-Plan-Summary-2026.pdf): Summary of Global Financial Advisory Services' continuity and disaster recovery procedures. Global Business Management, Inc. and Global Tax & Accounting, Inc. are independent business management and accounting firms. Advisory services are offered exclusively through Global Financial Advisory Services, Inc., a registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Clients must contract with each firm separately. ## Recent Insights & Blog - [Why Rebalancing Matters: Keeping Your Portfolio on Track](https://www.gbmi.com/blog/2026/03/12/why-rebalancing-matters-keeping-your-portfolio-on-track/): Explains how rebalancing maintains a portfolio's target risk level by trimming outperformers and adding to underperformers. Published March 12, 2026. - [What the Iran Conflict Means for Investors](https://www.gbmi.com/blog/2026/03/03/what-the-iran-conflict-means-for-investors/): Analysis of geopolitical risk and its limited long-term impact on diversified investment portfolios. Published March 3, 2026. - [Geopolitical Conflict and Markets: A Brief History Lesson](https://www.gbmi.com/blog/2026/03/02/geopolitical-conflict-and-markets-a-brief-history-lesson/): Historical review of how markets have responded to geopolitical shocks, showing resilience over time. Published March 2, 2026. - [2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals](https://www.gbmi.com/blog/2026/01/26/2026-social-security-changes-tax-and-benefit-strategies-for-high-net-worth-individuals/): Strategic guidance on 2026 Social Security updates and planning implications for high-net-worth individuals. Published January 26, 2026. - [Quarterly Outlook: Economic Growth Remains Strong Despite Slowing Job Market](https://www.gbmi.com/blog/2026/01/21/quarterly-outlook-economic-growth-remains-strong-despite-slowing-job-market/): Q1 2026 economic and market outlook from Global's investment team. Published January 21, 2026. - [All Insights](https://www.gbmi.com/blog/): Full archive of Global's market commentary, tax planning articles, and wealth management insights. ## Client Resources - [Client Login Portal](https://www.gbmi.com/client-login/): Access to bill pay (AgilLink), financial planning (eMoney), and secure document vault (SmartVault).