# 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](https://www.gbmi.com/business-management/): Comprehensive financial oversight for high-net-worth individuals including cash flow management, bill pay, financial reporting, budgeting, insurance review, estate coordination, and real estate management. Provided by Global Business Management, Inc., serving clients since 1960. - [Tax & Accounting](https://www.gbmi.com/tax-prep-and-accounting/): Tax preparation and strategic planning for individuals, corporations, partnerships, trusts, and tax-exempt organizations. Services include bookkeeping, entity structuring, multi-state tax compliance, and proactive tax minimization. Provided by Global Tax & Accounting, Inc. - [Wealth Management](https://www.gbmi.com/wealth-management/): Holistic financial planning, retirement planning, asset allocation, and evidence-driven investment management using low-cost ETFs, Dimensional Fund Advisors (DFA) strategies, and factor-based investing. Provided by Global Financial Advisory Services, Inc., an SEC-registered investment adviser (RIA) operating under a fiduciary standard with no commissions. ## Who We Serve - [Entertainment Industry](https://www.gbmi.com/entertainment/): Specialized business management and financial planning for actors, musicians, producers, directors, writers, and other entertainment professionals navigating irregular income, royalties, residuals, and industry-specific financial complexity. - [Professional Athletes](https://www.gbmi.com/sports/): Financial management for professional athletes including income planning, contract review coordination, career transition planning, tax optimization for multi-state earnings, and long-term wealth preservation. - [Entrepreneurs](https://www.gbmi.com/entrepreneurs/): Integrated business and personal financial management for founders, business owners, and executives managing corporate operations alongside personal wealth, including entity structuring and succession planning. ## 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. - **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. - **Protect**: Rebalance systematically, harvest tax losses, and maintain investment discipline through market volatility. Global does not engage in market timing or individual stock picking. The firm favors broadly diversified ETFs and Dimensional Fund Advisors (DFA) strategies backed by decades of peer-reviewed financial research. - [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. ## 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. ## Optional - [Client Login Portal](https://www.gbmi.com/client-login/): Access to bill pay (AgilLink), financial planning (eMoney), and secure document vault (SmartVault). - [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.