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Diversifying around a concentrated stock position

Greycourt has worked with this family for the past 12 years. They were introduced to Greycourt by one of their advisors who previously worked with a large trust bank.

Partnering with the family and its trustees, we have helped to diversify their concentrated stock position (the primary source of wealth), construct portfolios in an optimal manner around the remaining stock and design an overall wealth strategy that is focused on the family’s primary goal of growing future generations’ purchasing power without incurring undo degrees of risk.

The family has also begun to express interest in impact investment strategies and Greycourt has assisted them in identifying impact strategies that work with the overall investment program designed for them.

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This case study is representative of the types of clients Greycourt serves. Each client is unique and has different circumstances and objectives.