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Greycourt & Co., Inc.
Wealth Management, Family Office (single/multi)
An independent advisory firm specializing in managing family wealth, offering tailored investment strategies integrated with tax and estate planning. The firm is dedicated to providing conflict-free, multigenerational financial advice for ultra-high net worth families and family offices.
Overview and Management
Establishment Year
1988
Mission
We believe in providing tailored portfolios, clear and conflict-free advice, and actionable recommendations that align with the vision of multigenerational wealth preservation.
Values
Integrity, clarity, conflict-free advice, and long-term wealth planning.
Investment Roles
Direct Investor, Intermediary
Participant Demographics
Serving ultra-high net worth families and family offices, focusing on multi-generational wealth strategies.
Generational Wealth Planning
Focused on wealth preservation and succession planning, ensuring tailored portfolios endure across generations.
Risk Tolerance
Moderate risk tolerance with a focus on long-term wealth planning and conflict-free strategies.
References or Case Studies
Provided examples of assisting clients in diversifying concentrated stock positions and serving as outsourced research resources for family offices.
Team Experience
Over 35 years of experience in financial services.
Notable Achievements
30+ years of enduring the challenges of financial markets like the Tech Bust and Global Financial Crisis.
Project Track Record
Diversifying concentrated stock positions, serving family offices.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Compliance History
info@greycourt.com
Phone Number
(412) 361-0100
Address
Pittsburgh United States