Frequently Asked Questions About Wealth Stewardship

Global Investment Strategies helps business owners, executives, and families coordinate major financial decisions through comprehensive planning. That includes retirement planning, estate planning, business planning, insurance strategies, charitable planning, and legacy-focused decision-making.

GIS often works with business owners planning for transition or succession, individuals and couples approaching or in retirement, families coordinating estate and legacy planning, and clients who want a more integrated planning approach alongside their existing advisors

GIS serves clients in Tucson, Oro Valley, Catalina Foothills, Marana, and surrounding Southern Arizona communities.

GIS operates as a service-area business and takes a private, relationship-driven approach. Meetings may be arranged in a way that is convenient and appropriate for the client rather than relying on a traditional retail storefront model.

GIS offers private, one-on-one conversations designed to help clients better understand their options. Depending on the situation, meetings may be arranged at a convenient location, a business setting, or another appropriate meeting place.

No. GIS positions its role as coordinated planning and works alongside trusted professionals such as attorneys, CPAs, and other advisors. The goal is to help align financial strategies with legal, tax, and long-term planning objectives.

GIS presents itself as a firm that looks at the full financial picture rather than focusing on only one product or one account. Its approach emphasizes integrated planning across multiple areas of financial life, with a private and thoughtful process for complex decisions.

Yes. GIS’s business planning framework includes areas such as exit and succession optimization, executive retention, buy-sell coordination, risk mitigation, and building wealth outside the business.

GIS describes retirement planning as more than growing savings. Its retirement planning framework includes tax-bracket management, Social Security optimization, and Medicare and healthcare coordination to help clients transition from accumulation to long-term income planning.

GIS describes estate planning coordination as making sure financial assets, insurance strategies, and long-term planning goals align with estate documents and family intentions. This can include reviewing trust funding, tax changes, succession goals, and coordination with attorneys and tax professionals.

A charitable gift annuity is a planning strategy in which a donor makes an irrevocable gift to a qualified organization and, in return, receives fixed payments for life. GIS presents it as a way to combine charitable intent with income planning and potential tax benefits.

GIS highlights several charitable strategies, including charitable gift annuities, gifts of appreciated securities, and IRA charitable rollovers / qualified charitable distributions (QCDs). The right fit depends on the client’s goals, assets, income needs, and charitable intent.

Yes. GIS includes insurance within its broader planning approach and discusses how insurance strategies may support estate planning, business succession, risk management, and wealth transfer goals.

Not necessarily. GIS notes that ESOP structures are complex and are generally better suited to businesses with strong cash flow, capable management, and the right operational and succession circumstances.

The firm invites prospective clients to begin with a private consultation to discuss goals, current planning, and whether a coordinated planning approach makes sense for their situation.