GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns. Over the past three decades, the firm has become the world’s leading provider of withholding tax recovery solutions to meet the needs of every participant in the global custody chain.

For investors seeking to recover taxes through relief at source, quick refund, and post-payable reclaim processes, GlobeTax provides a comprehensive outsourced recovery solution. In this capacity, we procure all documentation, monitor cross-border income, manage elections, file reclaim applications, and perform follow up, ensuring that all entitlements are returned to client accounts. GlobeTax services financial institutions such as banks and brokers, as well as investors such as hedge funds, asset managers, pensions, endowments, family offices, and high net worth individuals, among others. 

In addition to recovering taxes on behalf of financial institutions and their investor clients, GlobeTax serves as the primary tax processing agent for all four ADR-issuing depositary banks in the United States, and helps global market infrastructure providers such as CSDs, custodians, and local agents similarly manage inbound claims. 

In these combined capacities, we process more than 7 million reclaims a year for clients in more than 40 countries.  

Contact us at Info@GlobeTax.com to learn more about how you can benefit from our services. 


Banking

Investment Management

GlobeTax

Martin Foont

Sharon Hirschhorn

Brian Sapadin

Len Lipton

Jonathan Sturman

Jose Bisono

Jessie Munger

Frank Froio

Brett Lewis

Akiva Distenfeld

The Sales and Relationship Management Team at GlobeTax plays a crucial role in driving client engagement and ensuring client satisfaction across the firm's diverse portfolio of financial institutions and investors. This team is responsible for building and maintaining strong relationships, onboarding new clients, and addressing their specific needs related to withholding tax recovery solutions. Through strategic sales efforts and expert relationship management, they work to enhance GlobeTax’s market presence and ensure seamless service delivery, ultimately helping clients maximize their investment returns.

Sales and Relationship Management Team

Leadership Team

Business Analysis Team

Sales and Relationship Management Team

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Leadership Team

Business Analysis Team