What departments does Global Wealth Financial have?

Global Wealth Financial has employees across 1 departments including Customer Success.

What is the largest department at Global Wealth Financial?

The largest department at Global Wealth Financial is Customer Success with 1 employees.

Where are Global Wealth Financial employees located globally?

Global Wealth Financial has employees across 2 continents and 3 countries including United Arab Emirates, United States Of America, Mexico.

How has Global Wealth Financial's team size changed over time?

Global Wealth Financial's team has decreased from approximately 31 to 30 employees based on available data.

Global Wealth Financial Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Global Wealth Financial is a financial services firm based in the Miami area that serves affluent families worldwide with wealth and succession planning. It develops customized approaches to create liquidity through life insurance and premium financing, addressing liabilities such as estate taxes, buy-sell funding, and debt payoff in the event of a premature death, as well as estate equalization within business transitions. The firm takes a collaborative approach, coordinating with the family’s legal and tax advisors, family offices, and other financial professionals to clarify goals and craft a harmonized plan.

Founded to provide comprehensive, trusted guidance regardless of location, Global Wealth Financial aims to educate clients and advocate for well-informed wealth and succession decisions. Based in the Miami area with a small to mid-sized team, the company integrates with clients' broader financial planning efforts and trusted advisors.

Global Wealth Financial Global Highlights

North America
22

United States Of America
16
Mexico
6

Asia
1

United Arab Emirates
1

Global Wealth Financial's Leadership

C. M.
Partner
Mobile Phone
Email
A. H. M.
Director
Mobile Phone
Email
T. O.
Relationship Manager
Mobile Phone
Email

Global Wealth Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Global Wealth Financial

Name

Title

Contact

Location

Last Update

C. M.
Partner
Mobile Phone
Email
Oct 23, 2024
A. H. M.
Director
Mobile Phone
Email
Aug 11, 2026
T. O.
Relationship Manager
Mobile Phone
Email
MexicoMexico City
May 27, 2025

Frequently Asked Questions

What is Global Wealth Financial known for?

Global Wealth Financial operates in the Financial Services industry. Explore Global Wealth Financial's company overview page for more information.

What is Global Wealth Financial's most common email format?

Global Wealth Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Global Wealth Financial email formats with LeadIQ.

How many employees does Global Wealth Financial have currently?

Global Wealth Financial has approximately 17 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Global Wealth Financial's key employees and leadership?

As of August 2026, Global Wealth Financial's key employees include:

Partner: C. M.
Director: A. H. M.
Relationship Manager: T. O.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Global Wealth Financial Employee Directory

Find Global Wealth Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead