Grayhawk Wealth launches Outsourced Family Office Service division

Vancouver, February 9, 2021 – Grayhawk Wealth (“Grayhawk”) is pleased to announce the launch of its new Outsourced Family Office Service division and that Carolyn Cole has joined Grayhawk as Special Advisor, Family Office to lead our new family office division.

Grayhawk Outsourced Family Office Service provides families with the privacy and sophistication of a Single Family Office by delivering platform customization and access to a diversity of experts. Our distinctive offering also brings together each family’s existing professional advisors in order to efficiently collaborate on behalf of the mutual client. We customized our family office service to enable every type of a family office at any stage to advance towards achieving its goals.

We are exceptionally pleased to launch the Outsourced Family Office Service with an expert like Carolyn Cole. Our recent and unprecedented growth at Grayhawk has made it clear that launching a family office is the natural next step in our unwavering commitment to help families,said Michael Kaumeyer, Founder and Co-Chief Executive Officer of Grayhawk.

The Outsourced Family Office Service will be a stand-alone division of Grayhawk. Our platform is exclusively focused on serving families and does not promote, sell or represent products of any kind. Advancing family objectives is the primary and only role of the family office team.

Over the course of my career I have been fortunate to work with many great families and to advise them on a wide range of wealth strategies and issues. Grayhawk’s Outsourced Family Office Service is an unparalleled concept brought to life, and it will provide value and benefits to all who use it. I’m elated to be a part of its launch,said Ms. Cole.

With over 20 years of experience advising enterprising families across Canada and a successful wealth advisory career spanning three prominent Canadian financial institutions, Carolyn Cole has been directly involved in the transition and or advisement of multiple billions in net worth which has been created by Canadian entrepreneurs. She previously co-founded Cole & Associates, a customized family office strategy and design firm, where Carolyn and her team lead two prominent Canadian family offices, and support others when needed.

About Grayhawk

Grayhawk Investment Strategies Inc. (“Grayhawk Wealth”) (“Grayhawk”) works with families, foundations, institutions, endowments, first nations, and pensions funds as an outsourced Chief Investment Officer or to provide outsourced family office services. Grayhawk serves to help clients experience the real value of wealth in an open architecture that is nationwide, with teams in Toronto, Montreal, Calgary and Vancouver. For more information about Grayhawk, visit grayhawkwealth.com.

Grayhawk Investment Strategies Inc. is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Québec and Saskatchewan and as an Investment Fund Manager in Alberta, Ontario and Québec.

Grayhawk Wealth is a registered business name for Grayhawk Investment Strategies Inc.

For media inquiries, contact:

Adam Daifallah
T: +1 514.316.7089
E: media@grayhawkwealth.com

Cautionary Note Regarding Forward-Looking Information

This release contains forward-looking information. Such forward-looking statements or information are provided for the purpose of providing information about Grayhawk’s current expectations and plans relating to the future. Readers are cautioned that reliance on such information may not be appropriate for other purposes. Any such forward-looking information may be identified by words such as “proposed”, “expects”, “intends”, “may”, “will”, and similar expressions.

Forward-looking statements or information are based on a number of factors and assumptions which have been used to develop such statements and information, but which may prove to be incorrect. Although Grayhawk believes that the expectations reflected in such forward-looking statements or information are reasonable, undue reliance should not be placed on forward-looking statements because Grayhawk can give no assurance that such expectations will prove to be correct. The forward-looking information in this release reflects the current expectations, assumptions and/or beliefs of Grayhawk based on information currently available to Grayhawk.

Any forward-looking information speaks only as of the date on which it is made and, except as may be required by applicable securities laws, Grayhawk disclaims any intent or obligation to update any forward-looking information, whether as a result of new information, future events or results or otherwise. The forward-looking statements or information contained in this press release are expressly qualified by this cautionary statement.

Grayhawk’s Approach Resembles the Work of a Sommelier – The Value of True Independence

By Michael Kaumeyer

“Many firms will refer to themselves as independent,” observes our chief investment officer, Greg Gipson, in the above video outtake. “In our mind, true independence is a full alignment in the interests of clients without any form of incentivization with an outside party.”

I love Greg’s observation, because it speaks to Grayhawk’s value proposition. The difference, in other words, between Grayhawk and virtually everyone else providing investment-management services to successful Canadian families.

Perhaps a more illustrative way to demonstrate our independence would be to compare building a wine collection and constructing a world-class investment portfolio.

In seeking a sommelier, one seeks a professional with solid training and experience, combined with a disciplined methodology and process. A proven track record and global reach are also essential. Ensuring alignment exists with one’s specific personal preferences would be another key.

One would look for someone who can evaluate and source all the best wine regions of the world—all varietals, terroir, vintages, and drinkability, with a sharp focus on potential long-term value. If the sommelier could bring an element of purchasing power through customer aggregation, that would also be additive.

Presumably one would want their sommelier to be free of bias and not affiliated with a particular regional winery, in an arrangement that included direct compensation.

Finally, imagine if, for about the same cost or less as the domestic option, one could hire the sommelier from a Michelin three-star restaurant. Would that not be an arrangement worth exploring?

The inherent benefits of independence are patently obvious in the sommelier example, but very poorly understood or acknowledged in the process of selecting a firm to manage one’s investments.

For over five years Grayhawk has been telling our story in a way that always starts with the independence of mind and action. That’s foundational to who we are. The primary importance of unbiased manager assessment and client-centric outcomes is something that makes us unique today.  

That’s the Grayhawk difference.

Michael Kaumeyer is the Co-Chief Executive Officer and Founder of Grayhawk. Interested in learning more? Please contact Mike at mkaumeyer@grayhawkwealth.com.