global trust wealth management

What global trust wealth management does

Global Trust Wealth Management LLC is an SEC-registered Independent Registered Investment Advisor founded in 2024 and headquartered at 515 N. Flagler Drive, Suite 1700, West Palm Beach, Florida. The firm provides fee-based, fiduciary wealth management services — without accepting commissions — to high net worth individuals and families, trusts and foundations, endowments, pension plans and non-profit entities, and specialized clients such as professional athletes, entertainers, and business owners.

The service portfolio spans five interconnected offerings: Wealth Management (the overarching planning framework), Investment Management (portfolio construction governed by a documented Investment Policy Statement covering equity, fixed income, and diversification), Trust & Estate Planning (revocable trusts, estate plans, and trustee support), Family Office Services (multi-generational coordination including cash management, gifting, and charitable giving), and Financial Planning (retirement simulations and risk assessment). The firm does not operate a proprietary technology platform; client reporting and portal access are delivered through a third-party infrastructure (bdreporting.com), and the marketing site runs on Squarespace. There are no disclosed AI/ML capabilities, patents, or proprietary models.

Revenue is generated through recurring advisory fees on assets under management on an annual billing cadence. Client acquisition is advisor-mediated and relationship-based, supported by website content marketing and direct referrals rather than digital self-serve or intermediary channels. The team of 1–10 includes three credentialed partners — Thomas Holt (Managing Partner/President; CPA; Harvard ALM in Finance, ~20 years of experience), Ryan Shore (Partner; CFP, CPA), and Shawn Teufel (Partner; SE-AWMA, former professional baseball player) — alongside a Client Relationship Manager, Investment Associate, and receptionist. Ownership is private and founder-controlled, with no disclosed institutional investors, funding rounds, or parent entity.

Name

global trust wealth management

Legal name

Global Trust Wealth Management LLC

Website

https://globaltrustwealth.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Global Trust Wealth Management is a Florida-based, SEC-registered independent RIA founded in 2024 that delivers fee-only, fiduciary wealth management, investment management, trust and estate planning, family office services, and financial planning to high net worth individuals, families, trusts, foundations, and institutional clients.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Offshore & International Private Banking (FSAAABAB), Estate Planning, Trust Structuring & Governance (FSAAADAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Wealth management services
• Investment advisory services
• Estate planning
• Family office services
• Financial planning

Headquarters

HQ city

West Palm Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Based Advisory Services: The firm operates on a fee-based model, charging clients for advisory services without accepting commissions of any type. This fiduciary-aligned structure positions the firm as objective in its recommendations, generating revenue through fees for financial planning, investment management, trust administration, and family office services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Global Trust Wealth Management is an independent registered investment adviser that provides fee-based, fiduciary wealth management, investment management, trust and estate planning, family office, and financial planning services to high net worth individuals, families, trusts, foundations, endowments, and select institutional clients. Service delivery is advisor-mediated, holistic, and customized to coordinate investment, tax, estate, and multi-generational planning across the client's broader professional advisory team.

Product overview

Global Trust Wealth Management offers a unified wealth management platform combining five core service areas: Wealth Management, Investment Management, Trust & Estate Planning, Family Office Services, and Financial Planning. The company operates as a holistic advisory firm where these services are interconnected—wealth management serves as the overarching framework, with investment management providing portfolio construction, trust and estate planning addressing succession and asset transfer, family office services delivering multi-generational support with administrative functions like cash management and charitable giving, and financial planning covering retirement preparation. The firm also offers Trustee Support Services as a specialized component within trust planning. All services are fee-based, fiduciary, and customized to individual client needs without product commissions.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management service offering holistic planning for retirement, investment management, estate planning, and tax guidance to high net worth individuals and families.
• Investment Management Portfolio allocation and investment selection services that capture risk and return goals through a robust Investment Policy, including equity, fixed income, and diversification strategies.
• Trust & Estate Planning Assists with family planning and developing multi-generational plans that pass assets efficiently, including revocable trusts, estate plans, and trustee support services.
• Family Office Services Multi-generational wealth management providing customized support including estate and trust deployment, gifting, trustee support, tax analysis, cash management, and charitable giving.
• Financial Planning Retirement planning services including retirement account selection, income and expense evaluation, retirement simulations, risk assessment, and investment policy implementation.
• Trustee Support Services Assists trustees with tax compliance, investment management, beneficiary cashiering, reporting, and Principal & Income reporting for trust administration.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Creative Planning: Large fee-only RIA and family office serving HNW households with integrated wealth, investment, tax, and estate planning under a fiduciary model—directly comparable holistic structure to GTWM.
• Mariner Wealth Advisors: National fee-based RIA offering wealth advisory, tax, estate, and family office services to HNW clients—a closely aligned service mix and fiduciary positioning.
• Carson Group: RIA and business coaching platform serving HNW households with holistic financial planning, investment, and estate services—comparable integrated advisory offering.
• Hightower Advisors: RIA partnership model providing wealth management, trust, and family office capabilities to HNW clients through advisor-led practices—closely aligned operating model.
• Bessemer Trust: Private wealth and trust specialist serving UHNW families with investment management, trust administration, and family office services—overlapping trust and multi-generational capabilities.
• Ronald Blue Trust: Faith-based RIA offering fee-only wealth management, investment, tax, and estate planning with integrated trust services—similar fiduciary, integrated service stack.

Broad incumbents

• Brown Brothers Harriman (Personal Wealth & Trust): Large private bank with trust, custody, and HNW wealth advisory practice—broader incumbent with overlapping fiduciary and trust capabilities.
• First Manhattan Company: Independent, employee-owned investment advisory and trust firm serving HNW families—overlapping fiduciary wealth and trust management model.
• Edelman Financial Engines: Largest independent RIA offering wealth planning, investment management, and retirement services—broader portfolio incumbent with overlapping HNW planning.

Others

• Focus Financial Partners: RIA aggregator and partnership platform supporting independent advisory firms—comparable ecosystem participant enabling similar RIA operating models.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/global-trust-wealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about global trust wealth management