Overview

As a long-established open architecture advisory firm, Greycourt was originally designed by leading family office and endowment professionals who were clients themselves of investment advisory firms.
Greycourt offers its clients a range of services which include:

  • strategic asset allocation and portfolio design;
  • traditional and alternative investment manager research;
  • tactical portfolio positioning;
  • opportunistic investments;
  • tax management;
  • consolidated performance reporting and analysis.

Additional wealth advisory services include:

  • guidance on estate, tax, trust, and insurance planning needs;
  • custodian analysis;
  • 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. For a visual representation of Greycourt’s investment process, click here.