We can support families in all of their financial needs, from the administrative burdens of daily life to the most sophisticated planning and execution. Our client families typically have investible wealth and heightened financial complexity as a result of business ownership, private or alternative investments, generational wealth planning, philanthropic endeavors and maintaining compliance with tax laws.
When we manage your assets, we take the following investment approach.
Our experience includes managing your wealth, estate and income tax planning, family education, philanthropy, cash flow planning and risk management. Many of Graypoint’s Family Office advisors are attorneys, CPAs, CFAs and CFPs by background. Each Family Office advisor and team counsels between 8–12 families, serving as a trusted partner.
Your family will gain an engaged advisor with deep resources and a passion to serve you.
We believe the family office of the future plays a much larger role beyond managing a family’s balance sheet.