Global Business Management, Inc.

Overview

Global Business Management, Inc. reports serving more than 300 households through three integrated firms.²

History

The firm was established in 1960. Its affiliated Global Financial Advisory Services, Inc. was founded in January 1997 and registered as an investment adviser in March 1997 with CRD number 135234.³

Timeline

1. 1960The firm was established in 1960.
2. 1997was founded in January 1997 and registered as an investment adviser in March 1997 with CRD number 135234.

Leadership

David Garelick is President and CEO. He joined Global in 1987 and became President and CEO in 1999. The team also includes Vice Presidents Jarrod Hicks and Jeff Winger, CPA, EA; Wealth Advisor Peter Garelick, CFP®, AIF®; and Compliance Officer Cindy Garelick.⁴

Services

Business management services include cash-flow management, bill pay, financial reporting, and insurance review.¹

Tax and accounting services cover tax preparation, tax planning, bookkeeping, and entity structuring for individuals, corporations, partnerships, trusts, and exempt organizations.¹

Wealth management services include financial planning, asset allocation, retirement planning, and investment management using exchange-traded funds and other securities.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client Focus

Global works with entertainment professionals, professional athletes, entrepreneurs, executives, and their families.⁵

Approach

The firm describes its approach as holistic wealth and legacy planning that coordinates business management, tax, accounting, and wealth management.⁶ It states that its investment philosophy is evidence-driven and based on peer-reviewed academic research rather than speculation or market timing.¹

Assets and Minimums

Global Financial Advisory Services, Inc. reports $222,709,181 in discretionary regulatory assets and $36,548,509 in non-discretionary regulatory assets, for a total of $259,257,690 as of December 31, 2025.³

FAQs

Related resources

• LocationMultifamily offices in California

  This California directory helps families compare multi-family office options by region and service mix. Los Angeles area readers can use it to frame questions about investment management, tax planning, accounting, administration, and bill pay before contacting Global Business Management, Inc.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, and related planning decisions. A family considering Global Business Management, Inc. can use these materials to prepare questions about tax planning, retirement planning, risk, insurance, and coordination with legal advisers.

• Network siteFamilyBusinesses.com

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• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multi-family office. Readers can use it to decide whether they need investment-focused support or a broader relationship that may include financial planning, tax and accounting, administration, and bill pay.

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Sources

1. https://www.gbmi.com/
2. https://www.gbmi.com/wp-content/uploads/Global-Financial-Advisory-Services-Form-ADV-Part-2-2026.pdf
3. https://www.gbmi.com/our-team/
4. https://www.gbmi.com/about-global-business-management/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.