Who we work with

Families

At Global Wealth Financial we work with high net worth and ultra-high net worth families in the U.S., Latin America and Europe regarding their wealth and succession planning needs. We collaborate with their family office and group of Advisors to plan around topics like estate planning, wealth transfer, asset protection, pre-immigration planning, philanthropic strategies.

ENTREPRENEURS

EXECUTIVES

Our service offering for executives includes risk management to protect their loved ones, retirement planning and how to position liquid assets to minimize the tax burden at retirement, estate planning and how to minimize the burden of inheritance taxes. Our clients benefit from our deep knowledge on strategies to protect and transfer wealth and diversify portfolios and stock options.

EXPATRIATES

Many of our clients are unfamiliar with U.S. laws and the impact of federal regulations on their personal finances. We serve a diverse clientele around the world who benefit from our deep knowledge of this area, as well as that of our top-notch extended team of experts.

advisorS

Global Wealth prides itself on being trusted collaborators with top advisors around the World. Partnership with other advisors helps us to achieve a goal of ours, which is to help our clients to live a full, financially vibrant life now and optimize their legacy to their families.

We understand first and foremost the level of trust you have worked tirelessly to create with your client. In conjunction with you, we aim to:

1. Provide you education and consultation

2. Seamlessly walk your clients through our process – from discovery to implementation and continuous reviews.

3. Provide your clients cutting edge and efficient strategies and solutions

We do all this with the understanding that ultimately this is your client and your relationship. We will always remain respectful of that. extensive experience with legal & medical professionals includes working with clients from the outset of their careers to those that own and manage their own law firms & medical practices. Our service offering for professionals includes retirement planning, estate tax analysis and funding, risk management, investment services and individual financial planning. Clients benefit from our deep knowledge on strategies to protect and transfer wealth and diversify portfolios. For our clients with their own firms & practices we assist them with exit strategies and succession planning, buy-sell agreements and funding, estate planning, retirement planning for owners and employees, carve-out compensation plans and other recruiting and retention tools, as well as risk management solutions.