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Greycourt has worked with this client, a multi-generational family office, for the past two years. We were brought in by the new CEO of the family office after a competitive advisory firm search.

This is a sophisticated family office with an internal investment team. The family office has a separate and extremely successful RIA dedicated to real estate investing and a significant portfolio of direct commercial real estate and private market investment holdings portfolio.

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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.