|
|
ABOUT
GREYCOURT
|
|
|
RELATED TOPICS |
|
 CASE STUDY: Narratives
were compiled from actual
experiences of Greycourt
clients. Understandably, the facts have been disguised to ensure their confidentiality. The problems presented are real and representative of those other wealthy families might face. The
solutions are real as well.
Steps in the Greycourt
Advisory Process for
Families
|
|
How We Work With Families
Home : About Greycourt : Our Clients : Families
Unlike institutional investors, families are incredibly dynamic entities. This force is both the great strength of family investors and also a potentially
decisive weakness. It is therefore an important part of Greycourt’s advisory process to marshal families’ dynamism to their advantage. For example, we might be engaged in any or all of the following activities
with our clients:
- First, we do a lot of listening. Individual family members often have very different concerns and issues on their minds, and we want to ensure that your agenda is our agenda.
- We organize educational sessions, either for individual family members or at periodic family
meetings. Participants might include Greycourt personnel and/or outside experts.
- We help families develop appropriate governance structures. These might include a family investment committee (with or without non-family members), a
private trust company, a series of family investment partnerships or other arrangements.
- We work closely with the family’s legal, tax, insurance, trust and estate planning advisors to ensure that investment activities are smoothly coordinated
with other wealth planning issues.
- We can arrange for, and coordinate, the provision of “soft” family office services, including housekeeping, bill paying, personal accounting services and similar matters.
- We can help the family think about the role of philanthropy – giving proactively and thoughtfully, rather than reactively.
Greycourt consultants offer collective experience of over a century advising some of America’s wealthiest families; and in a sense, are touchstones to their clients and their
representatives.
How We Work With Endowed Institutions/Foundations 
|
|
