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Serving as an outsourced research resource

APOTHECARY’s 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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