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graymatter STRATEGIES LLC was founded in 2002 with the purpose of providing consulting grounded in 12 years of in-the-trenches advisory success and five years of wealth management industry research. graymatter’s research and industry vision has been developed from ‘walking in the advisor’s shoes’ day in and day out mixed with a working knowledge of a broad client base covering practically every aspect of wealth management and family client relationships.

Today’s families demand consideration of their entire portfolio of wealth—their human, intellectual, and social capacities along with their financial capital—in optimizing the impact of wealth on their lives as well as the lives of those who are important to them. Wealth Optimization Consulting™ provides solutions designed to meet these demands.

The convergence of this increasing shift in marketplace demand with the rapid advancement of technological capabilities led founder and managing member Lisa Gray to author her book titled: “The New Family Office: Innovative Strategies for Consulting to the Affluent” in early 2004 through Euromoney/Institutional Investor Books. In the book, she noted three important marketplace developments:

  • The emergence of an underserved ‘middle’ market in the $5 million to $24 million net worth range
  • The desire for family office level services by these underserved investors
  • The availability of technology, largely through outsourcing, to create an attainable, although modified, version of these higher level services

Her assessments were confirmed a year and a half later by research reported in the CapGemini Merrill Lynch World Wealth Report of 2005.  Reviews on “The New Family Office  

Books Authored by graymatter consultants:


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