Global Financial Private Client

Global Financial Private Client More than Wealth Management, we strive to offer clarity to help you to reach and exceed Life's Goals.

Wealth building is about seizing opportunities, including one of the latest investment vehicles available for families’ ...
09/03/2026

Wealth building is about seizing opportunities, including one of the latest investment vehicles available for families’ newest generation.💰

TRUMP Accounts not only allow parents, grandparents and other family members to establish a special tax-favored savings account for children under 18, but the U.S. government will contribute $1,000 to eligible U.S. citizens born from 2025 to 2028. It’s another way for your children to have a solid financial foundation that they can leverage in the future – and for grandparents and businesses to have a hand in their success. Explore how we can help you uncover new planning opportunities🔍- https://mygfpc.com/.

08/31/2026

Roughly 90% of affluent families lose their wealth by the third generation, according to the Financial Times and other sources. How can your family avoid being a part of this well-known statistic and preserve what you’ve built?💰

That’s what Geoff Frazier breaks down in this month’s video. When it comes to safeguarding what you have for the future, educating heirs on how the family makes important decisions is just one of several necessary steps. There are a number of other pieces, from having a strong relationship with your family office to implementing legal structures that create walls around your wealth.🧱

View the video below to learn more.🎥

Charitable giving is on the rise. In fact, the Giving USA 2026 report found that an estimated $617.2 billion was donated...
08/28/2026

Charitable giving is on the rise. In fact, the Giving USA 2026 report found that an estimated $617.2 billion was donated by individuals, bequests, foundations and corporations last year – the second-highest amount on record.🔍📈

Have you considered how philanthropy factors into your legacy?📃Not only is it a way to create a better world now, and for generations to come, but there are a number of charitable giving strategies that may be advantageous at tax time. Know our family office can help you spread goodwill – and find opportunities to optimize your wealth💰 - https://mygfpc.com/.

The wealthiest individuals and families tend to be targeted by cybercriminals because of their financial status – and ma...
08/24/2026

The wealthiest individuals and families tend to be targeted by cybercriminals because of their financial status – and many underestimate just how exposed they are.💻💰

In fact, a Campden Wealth report found that nearly 30% of ultra-high-net-worth families have endured a cyber attack. That’s why, among the many lifestyle services we provide you access to is cyber protection advice. You’ve worked hard to reach this point in your life, which means your privacy and anonymity should always be top of mind.🔒 Explore how Global Financial can connect you to lifestyle services personalized to your goals - https://mygfpc.com/.

08/18/2026

Your head’s down, and you’re working hard to grow a successful business. 🏢

But when the time comes to move into the next chapter of your life, whether it’s retirement or a new endeavor, it’s not uncommon to forget about having an exit strategy that protects the wealth you’ve created.💰 This month, Geoff Frazier paints a detailed picture of why a tailored exit plan shouldn’t be an afterthought – and how it can be a valuable tool for minimizing taxes on the business’ sale and any potential taxes on your estate.

Check out the video below. 🎥

A clear picture of your complex life is a precious thing – and many millionaires simply don’t have it.🖼️💰 Recent data ba...
08/14/2026

A clear picture of your complex life is a precious thing – and many millionaires simply don’t have it.🖼️💰

Recent data backs this up. Northwestern Mutual’s 2024 Planning and Progress Survey uncovered that nearly half of American millionaires believe their financial plans need improvement. That’s where a true family office, like Global Financial, comes in. We look at the whole picture – beyond financial – to create customized strategies that grow your wealth for the legacy you envision leaving💭- https://mygfpc.com/.

Managing significant wealth requires more than investment guidance.💰It takes a coordinated strategy, designed around you...
08/09/2026

Managing significant wealth requires more than investment guidance.💰It takes a coordinated strategy, designed around your life and goals for the future.

At Global Financial, our family office approach brings together tailored wealth management, tax mitigation, asset protection, financial reporting, estate planning and more under one trusted relationship that serves you and generations after.🤝 It’s about having clarity on the road to building a legacy, all with seamless coordination and personalized guidance that protects and grows what matters most, both for today – and decades to come. Experience our family office model - https://mygfpc.com/.

08/05/2026

Your business may be one of your most cherished assets. But did you know that roughly 70% of family businesses fail to reach second-generation ownership?🏢

The numbers continue to decrease into third and fourth generations – and it’s why having a formal, detailed succession plan matters when the time comes for your exit.⏳ Leaving what you’ve built to the next in line is symbolic and should be treated as such. That’s why, when it comes to big life events like retiring, buying a business or investing in other assets, our family office is here to help you plan strategically… and sleep well at night✍️ - https://mygfpc.com/.

Routines are making their return with school starting up this month. 📆 It’s a good time to ask yourself this question: ...
08/02/2026

Routines are making their return with school starting up this month. 📆

It’s a good time to ask yourself this question: Is my financial strategy evolving with my ever-changing life?💰 August is an ideal window for your family to revisit the plans and structures that support your current wealth, and that drive your legacy and long-term goals forward. It’s an opportunity to address changing priorities, or ensure they remain the same, and have a clear understanding of where you are and what’s ahead. If you have a trusted relationship with your adviser, be sure to leverage it 🤝 - https://mygfpc.com/.

How important is a mid-year check-in when it comes to reaching your wealth goals?🔍Roughly nine in 10 Americans set finan...
07/27/2026

How important is a mid-year check-in when it comes to reaching your wealth goals?🔍

Roughly nine in 10 Americans set financial targets for themselves last year, according to a NerdWallet survey.📄 However, nearly half weren’t on track to hit their biggest goal or weren’t sure of their status on the journey. A mid-year check-in isn’t a chore or part of your annual routine – it’s a way to take a step back, see how all strategies you and your adviser have implemented fit together in your complex life, and make adjustments as needed. See how we can help you achieve your endeavors💰 - https://mygfpc.com/.

Address

6000 Cattleridge Drive, Suite 200
Sarasota, FL
34232

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19418677220

Website

Alerts

Be the first to know and let us send you an email when Global Financial Private Client posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category