Global Capital Strategies (“GCS”) provides services to businesses, and high-net worth families and their related trusts, foundations, partnerships, and retirement accounts. Many of our clients have complex financial situations, which require a significant amount of attention and an integrated financial approach. They are usually well traveled and recognize the need for global diversification with a nimble investment strategy. Most of our clients have had multiple financial advisory relationships in the past. They recognize the importance of working with a fiduciary and choose to make us their most trusted, or even their exclusive investment adviser.
Our locations in Miami, New York, and Mumbai facilitate our serving a global clientele. These cities are not only major metropolitan cities, they are also destination cities for international clients. We get to know our global clients personally and travel to meet them in the city of their choice if they are not able to meet in one of our offices.
We have selected BNY Mellon | Pershing, Charles Schwab, Interactive Brokers, and FC Stone to be custodians for our clients’ assets. Our due diligence showed that they are highly respected, safe, and able to trade in international markets and serve our clients in separately managed accounts. We are open to working with clients who feel that another major custodian might be more suitable to their needs.
Typically, a minimum of $1,000,000 of a client’s liquid assets is required to begin a relationship with us directly, however, we may adjust the minimum under certain circumstances.