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How Wealth Advisors Add Value (.pdf)

Since the Financial Crisis, investor confidence in their advisors has plummeted. Clients are wondering exactly what it is that advisors are doing for them and how to measure how well they are doing it. In this white paper, Greycourt outlines in detail the types of advice wealth advisors should be giving, and how clients can measure the value of that advice.

Flash Report

Gregory Friedman attended the Family Office Association (FOA) Summer Global Summit in Rye, NY

This event took place on July 10th and 11th.www.familyofficeassociation.com

Gregory Curtis was featured in a Barron’s blog dated July 7, 2014: Cut-Rate Family Office

www.blogs.barrons.com

Gregory Curtis was featured on CNBC June 30, 2014

2039: An investment space odyssey.www.cnbc.com

Gregory Friedman Attended The Equilibrium Capital Forum in California

This forum took place on June 16th and 17th.www.eq-cap.com/equilibrium-capital-forum

Gregory Curtis Spoke at the Marcus Evans Private Wealth Summit in Florida

This event took place from June 1st-3rd.www.cmogipfel.com

Gregory Curtis Spoke at the 2014 Emerging Philanthropy Conference in Pittsburgh on May 2nd.

www.afpwpa.org/events/emerging-philanthropy-conference-2013

Gregory Curtis Presented at TIGER21 on April 16th in New York

www.tiger21.com

Gregory Friedman Attended the Family Office Association 2014 Spring Summit in New York

This event took place on April 9th and 10th.www.familyofficeassociation.com

Gregory Curtis Spoke at the 9th Edition of the Canadian Private Family Office Invitational

This event took place in Canada on March 27-28, 2014.www.canadianpfo.com

Thomas Moore Moderated a Panel at Opal’s Family Office Forum/Investment Consultants Forum in New York

The event took place March 12th.www.opalgroup.net