Business Solutions
Achieve long-term business success through professionally designed and managed investment portfolios and business solutions.
learn more
Why Partner with Global Advisers
We deliver an integrated advisory experience tailored for business owners, executives, and privately held companies. Whether youโre scaling growth, optimizing compensation, or preparing for a successful exit, our team provides the strategic insight, investment management, and protection strategies your business needs to thrive.
Key facts and details
Strategic Investment Planning
We help business owners deploy capital efficiently, align retained earnings with long-term goals, and reduce idle cash. Our investment strategies include business reserve management, tailored portfolios, liquidity planning, and fixed-income solutionsโall designed to support growth and capital preservation.
Executive & Ownership Planning
We design tax-aware solutions to recruit and retain top talent. Our services include executive compensation planning, stock option and RSU strategy, deferred comp, and succession planning. We also help owners integrate business value with personal estate goals for long-term efficiency.
Business Protection & Legacy Structuring
Protect your business with key person insurance, buy-sell advisory, and estate strategies tied to ownership. Our insurance guidance is conflict-free and fiduciary-aligned. Trustee services and wealth protection strategies ensure continuity and controlโno matter what lies ahead.
Operational Support with Financial Oversight
We support daily operations with performance tracking, onboarding assistance, and compliance guidance. Our platform is designed to reduce admin burden and keep your financial infrastructure running smoothly, with clear, flat-fee pricing and no product sales.
Fees & Expenses
Our compensation is structured to align with your success. We do not earn commissions or share revenue with product providers. Instead, we charge a clear, percentage-based advisory fee on managed assets or planning services, depending on the scope of engagement.
Our Solutions
Growth and Investment
Our services help you grow strategically by optimizing cash flow, investing excess reserves, and aligning your business structure with personal financial goals. Whether you’re expanding operations or preparing for acquisition, we help deploy capital efficiently and track performance along the way.
- Asset Management โ
Professional portfolio management tailored to business reserves, industry cycles, and liquidity needs. - Wealth Management โ
Integrated strategies that coordinate business assets with personal wealth-building goals. - Growth Planning โ
Strategic financial planning to drive scalable business growth, market expansion, and capital efficiency. - Business Valuation Support โ
Objective valuation services to guide decisions around equity, transitions, or shareholder activity. - Owner Integration Strategy โ
Tax-smart coordination of ownership stakes with retirement, estate, and exit planning. - General Business Investing โ
Customized investment solutions for retained earnings, passive income, and long-term business reserves. - Cash Management โ
Efficient cash flow systems and short-term yield solutions to help your capital work harder. - Fixed-Income Solutions โ
Capital preservation strategies using bond portfolios, T-bills, and structured fixed-income investments. - Treasury โ
Liquidity oversight and risk-managed treasury strategies for growing companies. - Retirement Income Planning โ
Tax-aware strategies to transition owners and key employees into retirement. - Performance Tracking โ
Track asset growth, key benchmarks, and strategic plan progress in one dashboard.
Executive Planning
Our executive planning solutions support business owners and key leaders with strategies for compensation, equity, succession, and exit planning. From stock options to buy-sell agreements, we help ensure your leadership teamโand your legacyโare secure and aligned.
- Corporate and Executive Services โ
Support for C-suite compensation, governance, and long-term equity planning. - Executive Compensation & Benefits โ
Design, implement, and optimize executive comp structures across salary, equity, and bonuses. - Stock Options & RSUs โ
Plan design and tax strategy for non-qualified options, RSUs, and incentive stock grants. - Succession & Exit Planning โ
Create an orderly path to retirement, sale, or family handoff of the business. - Buy-Sell Agreement Advisory โ
Ensure shareholder agreements are properly structured, funded, and tax-aware.
Protection and Legacy
These services reduce business risk, prepare for emergencies, and safeguard ownership continuity. We help structure insurance, trusts, and estate plans that ensure your businessโand the wealth it createsโtransitions smoothly to heirs, partners, or successors.
- Insurance Solutions โ
Independent product recommendations for business life, liability, and continuity coverage. - Key Person & BOE Coverage โ
Protect income streams and operating continuity from loss of critical personnel. - Estate Planning โ
Integrate business equity into trusts, wills, and generational wealth structures. - Trustee Services โ
Appoint a fiduciary to manage, oversee, or transfer business ownership with control. - Wealth Protection โ
Shield business assets from litigation, creditors, or estate tax erosion. - Gifting and Philanthropic โ
Incorporate charitable giving and foundations into your business exit or liquidity plan.
Letโs Talk
800.832.8514
Review Global Advisers with FINRAโs Broker Check