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Serving as an outsourced research resource

This professional family office staff was initially comprised of a well-staffed front and back office. The family beneficiaries chose to rationalize the family office and the newly-appointed CEO chose to work exclusively with Greycourt to provide analysis and recommendations on:

Assessing the efficiency, cash flow, and risk characteristics of the asset class partnerships, with particular focus on a complex and historically underperforming private markets portfolio

Recommending new managers with a focus on US and international equities and less directional hedge funds

Improving the quality and usefulness of periodic performance reporting

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All statements concerning future market or economic trends are the opinions of Greycourt’s investment professionals. The statistical information presented in this report has been obtained from independent sources as noted. While Greycourt believes these sources to be reliable, Greycourt has not independently verified this information. Past performance does not guarantee future results. Your account value will fluctuate, and may be worth more or less than the amount originally invested.

This material may not be reproduced or redistributed without Greycourt’s express consent. All information contained herein is deemed to be factual to the best of Greycourt’s knowledge. None of the material contained in this package should be construed as a recommendation for a specific investment or strategy; this is not an offer to buy or sell securities.