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Global Financial Private Client

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Sarasota, FL
Global Financial Private Client

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

06/02/2026

Charitable giving goes beyond just generosity. It’s about creating meaningful impact – all while planning intentionally for the future.✍️⏳

That’s backed up by numbers. According to Foundation Source’s 2026 Donor Survey, 93% of high-net-worth donors plan to maintain or increase their charitable giving this year, despite economic uncertainty in the world. Strategic philanthropy can offer valuable tax advantages when approached thoughtfully with a family office. At Global Financial, we can help you organize and distribute funds in ways that align with your values, long-term wealth goals and legacy 💰 - https://mygfpc.com/.

05/25/2026

Freedom is built on bravery and sacrifice. 🇺🇸

This Memorial Day, we honor the courageous men and women who gave everything to protect America, our values and way of life. Their selflessness will never be forgotten – and their legacies live on in each endeavor we pursue, the wealth we work hard to accumulate, the families we build and successes we experience. 🤝 With utmost gratitude, we remember those who made it all possible.

05/20/2026

It may be time for a new chapter in your life, but are you truly prepared? 🔍

For many professionals who felt the time was right to exit their business, having a plan for what’s next wasn’t top of mind. In fact, a 2023 study by the Exit Planning Institute found that among the 68% of owners who sought transition advice, 78% still had no formal transition team in place.📃 When it comes to big life events, we’re here to help you strategize and offer careful analysis, so you can be informed and feel comfortable in the decisions you make ✍️ - https://mygfpc.com/.

05/18/2026

Global Financial has special news to share, and it’s worth pausing to recognize what this really means – not only for our team but for you and your family.📰

Recently, Derek Hartman, CFP®, RICP® celebrated his 12th year with our family office. That’s 12 years, dedicated to our clients’ complex needs, contributing to the standards we live by – and being someone our team can proudly lean on every day. What’s most important? Our clients know Derek cares, from the moment he joined us over a decade ago in an entry-level role to now serving as Global Financial’s Vice President, Lead Financial Planner. He’s excited for what’s to come, and so are we. Congratulations, Derek!🎉

05/15/2026

Most trusts are settled privately. But in many cases, who you select to be a successor trustee plays a major role in whether your wealth stays out of probate.⚖️

People can make mistakes – and it’s common for successor trustees to be family members who are beneficiaries, often causing disagreements. It’s important to protect your family and preserve your legacy once you’ve passed, and that means picking someone who knows you best. At Global Financial, we can help you identify the right choice to follow through on your clearly defined goals ✍️ - https://mygfpc.com/.

05/12/2026

What risks increase as wealth quickly accumulates?💰⬆️

Geoff Frazier breaks down several potential ways money and assets can be open to exposure as high-net-worth and ultra-high-net-worth individuals and families ascend to greater wealth. One of the main ways to preserve what you have? Build a wall around your wealth by deploying robust asset protection strategies.

But that’s not all – there’s another tip from Geoff, regarding complexity, that you’ll have to hear in this video! 🎥

05/10/2026

A mother’s love is more than selfless. It’s life’s greatest treasure.💰❤️

Today, we’re especially grateful for our own mothers and the incredible moms within our office who inspire us every day.💡 From the entire team at Global Financial, happy Mother’s Day. We hope your weekend has been filled with appreciation, joy and time spent reminiscing moments that have mattered most.

05/08/2026

Parents, do your students have plans this summer?☀️

For your kids, the months-long break can be more than just a vacation. It’s a significant opportunity to shape how the next generation understands wealth and finances.💰📈 Helping your child find a part-time job to learn a new skill and earn an income teaches them discipline, how to save and the value of every dollar – and an appreciation for the legacy they’ll carry on in the future. Building wealth takes hard work, and it’s a life lesson worth instilling now, not tomorrow.

05/06/2026

Life can be complex. You, your family, and your wealth deserve answers that meet needs in their entirety.✅

That’s why investors are increasingly seeking holistic advice, which true family offices provide. As you age, accumulate wealth and ascend to new levels of success, priorities shift and goals evolve.⏳💰 At Global Financial, we take a detailed approach to serving your interests – always. From a trusted “first call” relationship with your adviser to the suite of services we tailor to you alone, our family office is here for you whenever questions arise in life - https://mygfpc.com/.

05/03/2026

Placing trust in the wealth management firm you work with is essential. But today, clarity is just as critical.📊

Ultra-high-net-worth and high-net-worth individuals and families expect more than “trust me.” They want transparency, meaningful insight and a clear understanding of how their wealth is strategically being managed to serve them now… and for generations to come.💰 For our clients at Global Financial, that means consistent, timely reporting, and regular reviews of your investments and overall financial picture – all with the goal of keeping you informed, confident and sleeping well at night - 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

https://www.mygfpc.com/

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