Family Offices

As stewards of your personal wealth, we share a common goal to earn your confidence not only through the quality of strategies we present, but through the excellence in which we deliver them. 

As your family grows and your wealth increases, you may face a broader and more complex set of wealth management challenges. At Graystone Consulting, we have the extensive experience, skills and world-class resources to help you address these needs and formalize the management, structure and oversight of your personal family office. Our integrated approach includes an emphasis on family dynamics, asset protection strategies and business succession planning, with a focus on helping you transfer your assets efficiently and supporting the causes and institutions you care about most. When you work with us, you participate in investment opportunities that are often reserved for institutions. These range from hedge funds and access to private capital offerings to unique concentrated strategies. We are committed to helping you protect and build your wealth and will work to strengthen your family’s financial security for generations to come.

Private Family Offices

$15.0 Billion1

Assets Under Advisement

 

Number of Clients

8691

Ready to invest in what matters to you?

Check the background of our Firm and Investment Professionals on FINRA's Broker/Check.*

1 As of December 31, 2017. Source: Consulting Group including Graystone Consulting

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol.  Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account. 

CRC 2139742 (11/18)