At Global Solutions, we believe true wealth goes far beyond capital. It’s about the peace of mind that comes from having a team you can trust. It’s about generational stewardship, sound decision-making, and a strategic plan for the future, yours and your family’s.
That’s why we’ve built something different: a full-service, in-house ecosystem that meets the complex needs of successful individuals, families, and business owners. Under one roof, you’ll find everything you need to grow, protect, and transition your wealth, seamlessly, and with care.
Everything You Need.
All in One Place.
Our integrated model brings together the core services that matter most, so you can spend less time managing the moving parts, and more time enjoying the life you’ve built.
Our in-house divisions
Family Office
We act as your dedicated family office, a centralized hub for all of your needs.
Centralized planning and communication
Family governance and education
Stewardship across generations
Confidential, white-glove service
Our in-house divisions
Investments
Purpose-driven investing strategies tailored to your long-term goals
Personalized portfolio construction
Access to alternatives and private markets
Active/passive strategies
Proprietary tax efficiencies
Our in-house divisions
Accounting
Transparent, tax-efficient solutions for individuals, families, and businesses
Tax planning and filing
Personal/business accounting
Forecasting and reporting
International strategy
Fractional CFO services
Our in-house divisions
Wealth Planning
Legacy, succession, and lifestyle planning built around your values
Estate and wealth transfer
Succession and philanthropy
Liquidity planning
Wealth preservation
Our in-house divisions
Legal Planning
Structuring, governance, and estate planning that protects what matters
Trusts and estates
Business formation & governance
Cross-border advisory
Succession planning
Our in-house divisions
Capital Advisory
Business funding and private capital solutions for next-stage growth
Private capital sourcing
Growth/exit planning
Debt and equity structuring
Business and deal advisory
Our in-house divisions
Real Estate
A team of experts that strategize around supporting your holdings, from portfolio management, to full scale development opportunities.
Investment and portfolio advisory
Development and constructions planning
Capital structuring and financing
Co-investment opportunities
Operational oversight
Our in-house divisions
Family Office
We act as your dedicated family office, a centralized hub for all of your needs.
Our in-house divisions
Investments
Purpose-driven investing strategies tailored to your long-term goals
Our in-house divisions
Accounting
Transparent, tax-efficient solutions for individuals, families, and businesses
Our in-house divisions
Wealth Planning
Legacy, succession, and lifestyle planning built around your values
Our in-house divisions
Legal Planning
Structuring, governance, and estate planning that protects what matters
Our in-house divisions
Capital Advisory
Business funding and private capital solutions for next-stage growth
Our in-house divisions
Real Estate
A team of experts that strategize around supporting your holdings, from portfolio management, to full scale development opportunities.
Together, these divisions form the foundation of your modern family office, whether you’re managing multi-generational assets, running a business, or preparing for retirement.
Together, these divisions form the foundation of your modern family office, whether you’re managing multi-generational assets, running a business, or preparing for retirement.
Together, these services form the foundation of your modern family office — whether you’re managing multi-generational assets, running a business, or preparing for retirement.
Together, these services form the foundation of your modern family office — whether you’re managing multi-generational assets, running a business, or preparing for retirement.
Our clients come to us with big questions:
At Global Solutions, we don’t just answer those questions. We help you design a path forward. With deep expertise, decades of experience, and a team that works in lockstep across disciplines, we guide you through the complexity with clarity, confidence, and care.
No silos. No fragmented strategies. Just one trusted partner for your entire life.
01
How do I protect my wealth and ensure it is passed on to future generations?
02
How do I exit my business gracefully — and tax efficiently?
03
How can I build wealth strategically with tax efficiency and lower market volatility exposure?
OUR VALUES
A Different Kind of Family Office
We’re not your typical advisory firm. We’re architects of comprehensive wealth. That means we build everything around your unique needs, integrating tax, legal, investment, and capital strategies into one cohesive, future-ready plan.
Our approach is:
Proactive – We anticipate needs before they arise
Collaborative – You’ll always know who’s at the table and how we’re working for you
Values-Driven – Your goals and priorities shape every decision we make together
Human-Centered – Relationships matter more than transactions. Always.
Your Story. Your Legacy.
Every family has a story. We’re here to help you write the next chapter. Whether you’re thinking about succession, navigating a liquidity event, or simply wanting a clearer picture of where you stand, we’ll meet you where you are and help you move forward with confidence.
From first-generation entrepreneurs to multi-generational families, we specialize in:
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