Services Overview
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As a long-established open architecture advisory firm, Greycourt possesses a number of distinguishing characteristics that set us apart from other firms.
The most important is that Greycourt was designed by leading family office and endowment professionals with extensive experience working as clients themselves of investment advisory firms. When we
organized Greycourt, we kept the best of the traditional advisory model (mainly its independence) and changed everything else.
Greycourt offers its clients a range of services which include:
- asset allocation and portfolio design;
- traditional and non-traditional manager review and selection;
- portfolio implementation;
- portfolio monitoring and consolidated performance reporting.
Additional wealth advisory services include
- guidance on estate, tax, trust, and insurance planning needs;
- asset custody;
- closely held business issues;
- philanthropy;
- family dynamics and intergenerational issues.
Greycourt’s advisory services are not a product but a process - a process refined by continuous review and consultation and tailored to the unique needs of each client.
Why Greycourt Is Different 
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