# Global Trust

Global Trust is a Bank / Wealth / Trust based in Palm Beach Gardens, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Palm Beach Gardens, United States
- **Region:** North America
- **Address:** West Palm Beach, FL, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** www.gbltrust.com

## Regulatory record

- **CRD number:** 143120
- **SEC file number:** 801-68778
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143120

## About

Founded in 2007 and headquartered in West Palm Beach, Global Trust set up as a wealth manager and registered investment advisor designed to handle the administrative and fiduciary complexity that accompanies concentrated family capital. The firm's client base spans individuals, trusts, corporations, and qualified retirement plans — a mix that positions it closer to a private fiduciary shop than a traditional multi-family office or institutional asset gatherer. The Florida location serves a demographic of migrating wealth seeking both tax-advantaged residency and consolidated asset oversight. Global Trust deploys capital through discretionary and non-discretionary advisory mandates, constructing portfolios that can span public equities, fixed income, and alternative allocations depending on client objectives. The firm structures its delivery around personalized investment policy statements and ongoing portfolio management, not pooled funds or proprietary products. While specific holdings are not publicly cataloged, typical positions for firms of this architecture include separately managed accounts and direct indexing strategies as well as curated access to private credit and real estate through sub-advisory relationships. The firm's geographic focus remains domestic US, with the Southeast and Florida markets forming the core of its advisory reach. The firm maintains a deliberately low profile — headcount, aggregate assets under advisement, and named principals are not published. This opacity is common among Florida-based RIAs that prioritize client confidentiality over institutional brand-building. Adjacent service capabilities appear to include trust administration and multi-generational wealth transfer planning, functions typical of bank-affiliated trust companies but operated here through an independent fiduciary structure. No recent operational announcements or personnel moves are publicly documented in the last 24 months. Global Trust's structural distinction lies in its hybrid capability set: it operates under an RIA regulatory framework while delivering trust-company services that normally require banking-charter infrastructure. For families that have outgrown a single-family office's operational burden but resist the institutional machinery of a large private bank, this architecture offers a middle ground — fiduciary oversight without product-distribution pressure. Succession for an independent firm of this vintage becomes the quiet question driving its next decade, with no publicly telegraphed transition plan or next-generation leadership signaled to date.

## Questions

### How does Global Trust handle trust administration alongside investment management?

Global Trust combines RIA portfolio management with trust-company services — a hybrid that allows it to serve as both investment manager and trustee for some client relationships. This dual capability means it can administer trust documents, manage distributions, and handle fiduciary tax matters while also running the investment portfolio, reducing the coordination friction families face when these functions sit at separate institutions.

## Related profiles

- [Global Strategic Investment Solutions (GSIS)](https://altss.com/profile/global-strategic-investment-solutions-gsis)
- [Global View Investment Advisors](https://altss.com/profile/global-view-investment-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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