Global Advisor OS

Global Advisor OS

The operating system for wealth advisors serving global diaspora clients.

Portfolio

Alternatives

Global Financial Planning

Model cash flows, retirement, real estate, and estate structures across jurisdictions. Track NRI accounts, project FX-adjusted returns, and stay compliant with FATCA, FBAR, and DTAA. Deliver a complete, compliant, and forward-looking plan for globally connected families.

Global Financial Planning

Model cash flows, retirement, real estate, and estate structures across jurisdictions. Track NRI accounts, project FX-adjusted returns, and stay compliant with FATCA, FBAR, and DTAA. Deliver a complete, compliant, and forward-looking plan for globally connected families.

Client Experience

Visibility

Unified Global Client Experience

Unified Global Client Experience

Unified Global Client Experience

Offer an intuitive dashboard that visualizes global assets in one place, with real-time insights across currencies like INR, USD, and AED. Enable secure collaboration through shared client workspaces, and deliver region-specific financial planning and reporting—all designed to create a seamless, informed wealth experience across markets.

Portfolio Management

Diversification

Global Portfolio Management

Gain access to a curated global universe of investments, including diversified portfolios, direct indexing, ETFs, SMAs, private equity, venture capital, and other alternatives. We provide expert guidance on regional tax coordination and deliver personalized planning to help you manage, grow, and protect wealth across jurisdictions.

Venture Capital

Gain access to a curated global universe of investments, including diversified portfolios, direct indexing, ETFs, SMAs, private equity, venture capital, and other alternatives. We provide expert guidance on regional tax coordination and deliver personalized planning to help you manage, grow, and protect wealth across jurisdictions.

Mailing Address

8 The Green Suite Suite A, Dover, DE 19901, USA

Email

info@drawingboard.capital

DISCLOSURE: DrawingBoard Capital LLC is a Delaware limited liability company that provides business development for advisory services such as capital raises, mergers & acquisitions, debt financing, and other growth opportunities. It does not engage in the offer or sale of securities. Investment advisory services are provided through DrawingBoard Wealth Advisors LLC, a registered investment adviser. Securities transactions, if applicable, are conducted through third-party registered broker-dealers, each a member of FINRA and SIPC.

© 2025 DrawingBoard Capital LLC. All rights reserved.

Mailing Address

8 The Green Suite Suite A, Dover, DE 19901, USA

Email

info@drawingboard.capital


DISCLOSURE: DrawingBoard Capital LLC is a Delaware limited liability company that provides business development for advisory services such as capital raises, mergers & acquisitions, debt financing, and other growth opportunities. It does not engage in the offer or sale of securities. Investment advisory services are provided through DrawingBoard Wealth Advisors LLC, a registered investment adviser. Securities transactions, if applicable, are conducted through third-party registered broker-dealers, each a member of FINRA and SIPC.

© 2025 DrawingBoard Capital LLC. All rights reserved.

DISCLOSURE: DrawingBoard Capital LLC is a Delaware limited liability company that provides business development for advisory services such as capital raises, mergers & acquisitions, debt financing, and other growth opportunities. It does not engage in the offer or sale of securities. Investment advisory services are provided through DrawingBoard Wealth Advisors LLC, a registered investment adviser. Securities transactions, if applicable, are conducted through third-party registered broker-dealers, each a member of FINRA and SIPC.

© 2025 DrawingBoard Capital LLC. All rights reserved.


Mailing Address

8 The Green Suite Suite A, Dover, DE 19901, USA

Email

info@drawingboardcapital.com