Led by its founder, Abelardo Riera, The Global Strategy Group (GS) offers the rich experience and demonstrated ability to manage high concentrations of wealth for international executives, owners of family businesses, and other affluent clients in the U.S. and abroad.

With ages that align nicely with generations of client families, the team’s seven members are devoted to nurturing relationships with clients that allow for frequent and friendly discussions of their personal and professional objectives.

Taking cues from clients holding euros, pounds and exposed to currency and market volatility in their home countries, the team typically assists clients in diversifying assets among dollar-denominated investments – especially ones that can create reliable income from bonds in the U.S. and Latin America.

Beyond investments, The GS Group aligns its efforts with those of clients’ attorneys – to craft estate planning strategies that can help strengthen the intergenerational wealth of client families. In addition, clients are given access to Bank of America, N.A. for residential and custom lending, credit cards, and specialized services that allow clients to lease boats and airplanes. 
 
“We are well aware of domestic and international regulations – and earn our stripes serving clients who value our knowledge, honesty, and thoughtfulness,” Abelardo explains. “By understanding the cultures of clients, their concerns and ambitions, we’ve come to serve a loyal clientele and many others who’ve been referred to us.”