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Global Financial Advisory Services
Global Financial Advisory Services functions as a multi-family office based in Los Angeles. David S. Garelick and Louis H. Garelick established the integrated...
Global Financial Advisory Services
Global Financial Advisory Services functions as a multi-family office based in Los Angeles. David S. Garelick and Louis H. Garelick established the integrated services model. The firm delivers tax, accounting, and fiduciary planning to clients in entertainment, sports, and real estate. Investment activity spans real estate, fund-of-funds commitments, and digital assets. Confirmed holdings include client property portfolios and development ventures in the Western United States. The firm also manages Canet Foundation assets valued at approximately $12.5 million. Geographic reach covers North America and the Caribbean with indicated exposure to Europe. The firm maintains the Canet Foundation, established in 2003, which focuses on education, human services, and the arts. It reported $389,020 in giving in recent records. Adjacent operating businesses include Global Business Management, Inc. and Global Tax & Accounting, Inc. No operational events from the last 24 months appear in available records. The firm owns its core service providers outright. This ownership model integrates tax, accounting, and advisory functions under one structure rather than relying on external vendors.
General information
Firm type
Multi Family Office
Year founded
2019
Location
Region
North America
Country
United States
City
Valencia
Principals
David S. Garelick
President and CEO
Louis H. Garelick
Founder
Peter M. Garelick
Financial Planner
Barton Brewer
Senior Investment Adviser
Sector focus
Frequently asked questions
Who runs investment decisions at Global Financial Advisory Services?
David S. Garelick serves as President and CEO. Barton Brewer acts as Senior Investment Adviser. Peter M. Garelick contributes as Financial Planner.
Does Global Financial Advisory Services participate in fund commitments or only direct deals?
The firm allocates across fund-of-funds, direct real estate, and digital assets. It maintains both fund commitments and direct holdings in client portfolios.
What investment stages does Global Financial Advisory Services typically target?
Activity centers on established real estate and operating businesses. Digital asset exposure includes blockchain and cybersecurity themes without specified stage limits.
Where does the underlying wealth come from?
Wealth sources remain undisclosed in public records. Clients include high-net-worth individuals in media, entertainment, sports, and real estate sectors.
Does Global Financial Advisory Services maintain philanthropic structures?
The firm manages the Canet Foundation, established in 2003. The foundation focuses on education, human services, and the arts with annual giving around $389,000.
How is Global Financial Advisory Services related to Global Business Management?
Global Business Management, Inc. operates as an owned affiliate. It provides business management services alongside the firm's tax and advisory functions.
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