Utilizing tax efficient financial vehicles can save a huge amount of time and money, especially for High-Net-Worth clients. At Global, we believe that our clients work hard to build their wealth, whether it is personally or within their businesses.

Our Tax and Estate Planning services provide our clients with the opportunity to ensure that they can maximize their wealth and minimize their tax liabilities.

We recognize that every client’s situation is unique and our advice is tailor-made based on their personal situation, their goals and objectives.

In order to develop a plan we carry out a detailed consultation with our client to get a clear understanding of what their goals and objective are.  From there, we look for opportunities to add value and provide our recommendations.