Our Expertise

One size does not fit all, So we build tailored Solutions

We serve as thought partners for family enterprises – working closely with family members, governance entities, and executives of family offices and family-owned companies.
Greycort specializes in developing highly customized portfolio designs that align with the unique financial goals of each client.

Our investment approach focuses intensely on a family's taxable cost of capital. With a pragmatic approach to concentrated and legacy assets, we deliver solutions that reflect real-world complexity. This commitment to personalization and tax-aware planning positions Greycourt as a trusted partner for sophisticated investors. 

Co-sourced engagements support your
Family office

Strategic Portfolio Design

At Greycourt, we craft customized portfolio designs incorporating the best of academic theory and practical experience and expertise in capital markets.  Each design is tailored to a client’s distinct needs, in alignment with specific estate planning, tax, and liquidity needs.  All of our work is delivered through our independent, open-architecture model and high-touch approach to collaboration.

Manager Research

Greycourt’s investment process is powered by a dedicated research team of approximately ten analysts who bring deep expertise and focus to every opportunity. We follow a best-ideas approach to sourcing, ensuring that only the most compelling strategies are recommended for use in our client portfolios. Our diligence is robust and transparent, conducted by seasoned investors—not consultants—so clients benefit from insights grounded in real-world experience.

Comprehensive Reporting

Greycourt provides enterprise-wide reporting that integrates both public and private investments, giving clients a comprehensive view of their portfolios. Our process includes rigorous benchmarking, in-depth risk analysis, and disciplined pacing for private market commitments. We also offer accessible and engaging educational resources designed to empower family members with financial understanding and confidence.

Our seasoned client service team
can simplify your operations

Custody

Assist in partnering with an institutional grade custodian and support your transition to a new partner

professional support

Coordinate K-1s and related documents while liaising with family office, tax, and legal teams

Investment Implementation

Oversee trade execution, reconciliation, and confirmations while supporting cash movements and follow-on investment actions

Reporting

Aggregate performance data and deliver monthly flash reports, quarterly benchmarking, and private investment cash flow reporting (IRR/MOIC/DPI)

Private Investment Support

Review and prepare subscription documents, support AML verification, confirm wire details, and track funding deadlines

After 37 years, we have found our best and happiest clients appreciate:

An Independent Perspective

Our approach attracts talent who can share creative solutions in an unencumbered and aligned fashion

Disciplined Strategy

We understand and can communicate the value of well-designed portfolios

Direct Access to Experts

Our clients work directly with our investment team without disintermediation

A Stable Organization

We own our firm and think in generational timeframes, just like our clients

Client Case Studies

Explore how Greycourt partners with clients to navigate challenges and address unique financial and organizational needs.

Get in Touch with Us

We are focused on supporting our clients to build thriving families, businesses, and communities
Form ADV Part 2A
Form ADV Part 3 (Form CRS)
Privacy Policy
Cookie Policy
Disclosure of Indices
© greycourt & co., inc. 2025. all rights reserved.