Who we Serve

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 travelled 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 exclusive investment adviser.

Our locations in Miami, New York, and San Francisco facilitate our serving a global clientele. These cities are not only among the major metropolitan cities of the United States, 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 chosen BNY Mellon | Pershing to be the primary custodian for our clients’ assets. Our due diligence showed that they are the world’s largest custodian, providing safety, and are the most ”global-friendly” in their ability to trade in international markets and serve global 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, however, we may adjust the minimum under certain circumstances.