Conversations about one's personal and business financials and wealth are private and often intimate. That is why we operate under the principle of One Degree of Separation, Our clients are our family, our friends, or friends of our friends. Above all, we're here to serve you. Our goal is to develop the best ways to help you earn, save, invest and manage wealth.
Whether you're a business owner, senior executive, or estate trustee, we can help preserve and grow assets. Our clients entrust us with wealth management, business planning and retirement planning. Most important, we help ensure legacies. Here in the Tucson area, we manage portfolios for major corporations, and multiple generations of the same client families.
Whether you're a business owner, senior executive, or estate trustee, we can help preserve and grow assets. Our clients entrust us with wealth management, business planning and retirement planning. Most important, we help ensure legacies. Here in the Tucson area, we manage portfolios for major corporations, and multiple generations of the same client families.
Services
Global Investment Strategies recently worked with the estate of one of the largest distressed real estate buyers in the nation. After analyzing the family's substantial estate, we developed a multifaceted plan for them using a number of different financial instruments.
We considered an employee stock option plan but after a thorough cost analysis, we worked with the client to form multiple "Safe Harbor" Captive Insurances Companies which mitigate their risks and create tax savings under IRS code 831(b).This designed concept also provided additional benefits for our client's key employees.
We considered an employee stock option plan but after a thorough cost analysis, we worked with the client to form multiple "Safe Harbor" Captive Insurances Companies which mitigate their risks and create tax savings under IRS code 831(b).This designed concept also provided additional benefits for our client's key employees.
For more than 25 years Doug has worked with business owners as they strive to balance cash flow requirements with business operations while working through the costs and complexities of planning for their family's security. He honed his skills by personally experiencing the challenges of life as a land developer, television station owner, and a specialist in helping "turn around" underperforming businesses.
Jay is a successful entrepreneur who understands how to build and protect the enterprise, and the personal wealth derived from the enterprise. On the professional side, Jay's experience spans decades in the broadcast industry and print media industry. His experience includes marketing, revenue, finance, and operations.
Kevin is a successful and unique entrepreneur. He brings both an entrepreneurial spirit and a CPA's financial acumen to each client situation. This ensures that the innovative solutions he brings to clients are also rooted in strong financial returns. Professionally, Kevin has been a practicing CPA for over 30 years.
At GIS we have decades of experience in creating smart, profitable tax mitigation and employee benefit solutions for our clients. We can help you grow a business and achieve personal dreams with the right strategies. With our tools and experience it's easy to provide flexible solutions for any business or family need.
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