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