10: Establishing a Family Office: A Few Basics Many families who have experienced a significant liquidity event will consider setting up a family office. The purpose of this… Read more
9: Managing Investment-Related Taxes: Increasing Net Wealth through Astute Management of the Tax Consequences of Investment Activity An important part of Greycourt’s value proposition to its family clients is our ability to add substantially to their net… Read more
7: Combining Estate Planning with Asset Allocation Although estate planning has long played a critical role in preserving wealth for future generations, this area has been dominated… Read more
6: Investment Considerations Associated with Complex Estate Planning Strategies The paper discusses complex estate planning vehicles that are frequently encountered in the course of Greycourt’s advisory work with wealthy… Read more
5: Working with Investment Consultants: Price Versus Value Certain cost-conscious investors – especially smaller investors and charitable endowment funds – sometimes express concern about the level of fees… Read more
4: Soft Dollars: Greycourt’s Position Clients, money managers, investment bankers and brokers often ask why Greycourt adamantly refuses to accept soft dollar payments for its… Read more
