Investment Advisor to Families

Collaborative
Partnership

For 37 years, Greycourt has worked with families and family offices in a distinctively collaborative way

An Exclusive Focus on Families

Founded out of a family office in 1987, we work with some of the largest families and family offices in the United States

$23.3b

Assets under Advisement

5:1 Client to Adviser Ratio

Exceptional client serivce

Always After-tax

Design portfolios for the specific constraints families face

$5.5b

Assets under Management

Employee owned

Focused on alignment of interests

Solution Seeking

Leveraging our expertise and creativity to solve client challenges

In-source?
Out-Source?

Wealthy families face a tough choice when managing their investments
Do you In-source and have the most control and personalization, but incur the cost and hassle of building your own team?

Or do you fully outsource, but lose control and customization?

A Third Option: Co-Sourcing

Collaborating to build customized partnerships

Greycourt’s co-sourcing model offers ultra-high-net-worth families an alternative to traditional in-sourcing or outsourcing.

We collaboratively design customized engagements - providing the personalization and service of an in-house team, with the scale and expertise of an established institution.

Families gain access to seasoned investment professionals, a network of peers with similar needs, and a firm that never sells products—only advice.

With deep alignment between clients and Greycourt’s owner-employees, co-sourcing ensures control, customization, and continuity without the operational burden or cost of an in-house team.

Our Expertise

We work with clients to design a customized engagement that may include the following:

Strategic Portfolio Design

We craft a customized portfolio design incorporating the best of academic theory and practical market expertise. 

Each design is tailored to a client’s distinct needs, and in alignment with estate and tax planning objectives. 

All this is delivered through our independent, open-architecture model and collaborative partnership model.
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Manager Research

Our manager research is never a “me-too” exercise. Our dedicated team of seasoned investors—not consultants—conducts rigorous, transparent due diligence designed to uncover high-conviction, after-tax opportunities.

We don’t maintain long lists of “approved” options; instead, we concentrate on a select set of high-conviction ideas that we believe are truly actionable for our clients.

Our disciplined, transparent process focuses us on identifying managers we believe are capable of generating sustainable alpha, while keeping our clients’ unique tax and planning considerations at the forefront.
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Comprehensive Reporting

Thoughtful investment decision making for a family begins by getting all of your family's assets in a single report that shows historical and current performance, as well as comparison vs. relative benchmarks.

We have extensive expertise in:
  • Enterprise-wide reporting on public and private investments
  • Rigorous benchmarking, risk analysis, and private market pacing
  • Accessible and engaging educational programming for family members
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Operations Support

Greycourt’s client service team provides hands-on operational support designed to ease the administrative burden of managing substantial family wealth. From custody and trade execution to private investment logistics and comprehensive reporting, our services are tailored to each family’s needs.

We streamline processes like subscription document review, wire verification, and capital call tracking, while also aggregating performance data across asset types.

Our professionals coordinate directly with family office teams, tax advisors, and legal counsel—ensuring execution and clarity across every aspect of the investment lifecycle.
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Our Thinking

Greycourt has published white papers for nearly 40 years

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