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Families & Their Advisors

Family Advisors

graymatter was born from its founder’s 12 + years’ experience as a financial advisor working with individuals and families of significant wealth and multiple years of research and consulting education. graymatter knows advisors and graymatter knows families.

To effectively compete in today’s environment and to provide wealthy individual and family clients the level of service they demand, advisors must develop a new service model. This includes a new mindset of service to the client, a new approach to team development, a new concept of the advisor as ‘personne de confiance’ to individuals and families of wealth, and a clear understanding of the critical influences of generational perspectives and family dynamics.

Services for advisors
How to appropriately serve families of wealth
The New client profile    
The New wealth transition paradigm  
Becoming the ‘Personne de confiance’  
Goal-based asset allocation*
The team advisory factor
Roles, goals, and MPT
The generational factor
The family dynamics connection
Asset location issues

Family Services


*Goal-based asset allocation and asset location issues are ideologies formulated by Jean L.P. Brunel in his book, “Integrated Wealth Management: The New Direction for Portfolio Managers, 2nd Edition,” Euromoney Books, London 2006.

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