News and Events

Spotlight On...

Being Rich (.pdf)

Many members of wealthy families have a complicated relationship with their wealth, and this is often especially the case with young adults. This paper examines the issues faced by wealthy families in the context of the historically important role that society’s wealthiest members have played and continue to play in America’s competitive success and in making the world a better place.

Flash Report

Greycourt Organizational Announcement

Greycourt announced today that Jim Foster has been appointed Chief Investment Officer (CIO) effective May 1, 2013.Please read press release here.

Gregory Friedman Spoke at the 2013 IPI Winter Forum on February 14th

Gregory Friedman spoke at the IPI Winter Forum that took place in San Francisco on February 13th and 14th, 2013.

Gregory Curtis Spoke at the 2012 IPI Fall Forum in New York on October 3rd

Gregory Curtis spoke at the IPI Fall Forum that took place in New York on October 3rd and 4th, 2012. Please visit the Events page on IPI's website for information on this event at www.memberlink.net.

Christopher Fineburg Served as Moderator During the Opal Family Office & Private Wealth Management Forum on July 23-25 in Newport, RI

Greycourt Director, Christopher Fineburg served as Moderator for a Panel during the Opal Financial Group, Family Office & Private Wealth Management Forum on July 23-25, 2012 in Newport, RI. Please visit their website for additional information on this conference at www.opalgroup.net.

Gregory Curtis Presented at the 10th Annual Family Office Symposium in May 2012

Greycourt Chariman, Gregory Curtis was a speaker at the 10th Annual Family Office Symposium that took place in Bermuda on May 7th and 8th, 2012. Please visit their website for additional information on this event www.frallc.com.

Thomas Moore Served as Moderator During the Opal Trust, Tax & Estate Planning Forum on March 2nd in New York

Greycourt Director, Thomas Moore served as Moderator for the Panel discussing “The Ever Evolving Uses of Trust Services: What are Your Options?” during the Opal Financial Group, Trust, Tax & Estate Planning Forum on March 2nd in New York. Please visit their website for additional information on this conference at www.opalgroup.net.

The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, By Greg Curtis

Read this PDF for more info.

Matthew Litwin Presented at the 2012 IPI Winter Forum in San Francisco on February 15th

Matthew Litwin presented at the 2012 IPI Winter Forum in San Francisco on February 15th. Greycourt’s Managing Director discussed "Current Trends and Themes in Hedge Fund Investing". Please visit the Events page on IPI's website for information on this event at www.memberlink.net.

Gregory Curtis Presented at the 7th Annual Tuck Private Equity and Growth Ventures Conference on February 3rd

Greycourt's Chairman presented at the 7th Annual Tuck Private Equity and Growth Ventures Conference on February 3rd at the Tuck School of Business in Dartmouth. Please visit the Tuck School of Business website for more information at mba.tuck.dartmouth.edu.

Gregory Curtis Participated in the Grantmakers of Western Pennsylvania Roundtable in Pittsburgh on January 31st

Greycourt's Chairman participated in the Grantmakers of Western Pennsylvania Roundtable in Pittsburgh on January 31st. Greg shared his thoughts on managing foundation assets in today’s roller-coaster environment. He offered his perspective on today’s market, what it might do (or not do), and discussed the relationship between market forces and every foundation’s challenge in budgeting for grantmaking that can respond to increasing community needs. Please visit the Grantmakers of Western Pennsylvania website for more information at www.gwpa.org.