Our Clients
Incorporated in 1988, Greycourt has been advising clients for over 20 years. We focus on wealthy taxable families and select institutions who demand excellence in investment advice. One of Greycourt's primary strengths is our unwavering focus on serving our clients.
Families
Sound stewardship of private capital never just happens. It is always the result of hard work, of family cooperation, of insistence on high standards and the consistent use of best investment practices. Working with a trusted advisor who has had extensive experience in all aspects of the stewardship process – from tax efficient investing to the appropriate family governance structure – can be of enormous benefit. At Greycourt, we believe that families who master the challenges of stewardship will be not just wealthier, but stronger and happier.
Endowed Institutions
The traditional pension and endowment consulting model relies on armies of young analysts who produce substantive material such as asset allocation and manager recommendations that are then delivered to clients by “consultants” who often have little investment experience themselves. By contrast, at Greycourt all client advisory work is handled directly by the firm’s highly experienced managing directors, who have spent many years advising endowed institutions. Our managing directors have also served extensively in direct leadership roles at endowed institutions in their own communities and nationally, and hence they understand the needs of institutions from all angles.
