Making the complex simple, without compromising on quality is one of the most common challenges successful families struggle with. They tell us about complicated and time-consuming coordination, inability to identify and access the best advisors, and the risk associated with fragmentation are all concerns that led us to offer fully facilitated, shared Client Advisory Services.
An approach that matches the needs and preferences of each family
Each Family Office engagement adapts to how each family wants to manage their financial affairs. Some prefer to work through a Grayhawk manager while others want to maintain more involvement in the family’s capital planning and execution.
Client advisory services
- Needs assessment
- Coordination of advisor due diligence & selection process
- Multi-disciplinary advisor facilitation
- Grayhawk-curated knowledge resources & thought leadership