The “family office” has long been the refuge of ultra-hi-net-worth individuals and owners of closely held businesses – a place where their entire financial picture remains in sharp focus, their interests monitored, updated and protected, “administrivia” handled and family affairs coordinated.

              For many business owners and individuals, a “family office” is unnecessary, yet a comprehensive approach/financial blueprint is needed. Global Financial Advisors (Global) is providing a cost-effective integrated solution that is giving the family office a run for its money.

               Since 1988, Don Gross has advised and managed the business and family affairs of many successful clients. These clients are primarily founders and senior executives of closely held companies and entrepreneurs across a targeted group of business sectors.

Donald Gross, Founder, Global Financial Advisors

              Donald Gross is a 30+ year industry veteran armed with a BSE and an MBA from Wharton. His experiences as a financial advisor, cofounder of Dunbar Capital and business investor have shaped his integrated, proactive approach to comprehensive planning. He welcomes calls and can be reached at 201-323-5404 or

               “We use every tool we have – including our external specialists, industry relationships and creativity – to generate value for our clients,” says Gross. “In many cases, we work with the client’s tax, legal and accounting advisers, on a projectspecific basis.”

Global Financial Advisors Fractured Approach versus Global's Integrated Solution

What Makes Global Financial Advisors Different?

•Global Quarterback. Global streamlines and coordinates your financial affairs to help minimize income and estate taxes, rationalize insurance coverage, protect your family and assets, create liquidity, retain key employees, develop succession plans and business exits, as well as ongoing monitoring and updating.

• Specialist Team. Analysis and recommendations are generated by a Global in House Team, who deploys a long standing seasoned group of tax, estate, trust, risk, asset protection and business succession professionals.

• Integrated Solution. Whether your situation is simple, complicated or emerging, you are educated as to which strategies and structures you have that make sense, which don’t, and why, including the recommendations so you can understand the benefits and tradeoffs. Then you make informed decisions, which Global implements – Your financial blueprint.

• Wide-Ranging Experience. Gross has advised many successful families like yours in the U.S. and internationally.

              “Clients appreciate our passion and willingness to be open-minded, creative and decisive,” Gross says. “They know we are ‘all in’ – completely upfront and fully focused on their interests.

              “I am eager to speak with you as a business owner and/or family member if you are uncertain as to whether your business, financial or family interests are appropriately integrated. I’d also be happy to speak with you if you’d like a second opinion concerning your current structure and strategy. At the very least, you will probably walk away with an idea or two to examine with your existing financial management team."

              “I can be reached at 201-323-5404 or"