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.