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Strategic Partners

graymatter Strategic Partners

Below is a list of other family office industry professionals with whom graymatter has either teamed in serving its clients or feels comfortable referring clients. These resources have been carefully screened and have been found to be reliable and to deliver a service quality that exceeds expectations.

Please feel free to contact them and let them know that graymatter referred you.

Jon Carroll, Family Office Metrics LLC
An independent consultancy, Family Office Metrics is the go-to resource for business processes and technology for the family office.

Natasha Pearl, Aston•Pearl
Need help finding the right boarding school for your child? Or buying real estate in a foreign country? Aston•Pearl provides those and many other highly specialized services. “The private bank for everything except money.”

Michael Mendelsohn, Briddge Art Strategies
Ever sold a piece of art or other collectibles only to find you could have received a better price by offering it to the right markets? Ever considered your art and other collections as estate planning tools? Briddge Art Strategies “create significant tax savings, optimize the value of generational wealth transfer, and provide specific solutions to issues of liquidity, loss of value at auction, and fair distribution to heirs.”

Tom Handler, Esquire, Handler, Thayer and Duggan
Tom’s expertise is in the analysis and structuring of complex business enterprises and related tax and estate planning issues. He designed the firm’s proprietary Asset Protection Profile™ and Stealth Pre-nup™ strategies and chairs the firm’s Advanced Planning and Family Office Practice Group. Tom has a particular affinity for addressing issues of import for families of significant wealth.

Mark Blumenthal, CPA, Blackman Kallick
Mark works with families of significant wealth on tax planning issues and is chairman of the firm’s Family Office Services group and is the firm’s Senior Real Estate and Private Equity/Venture Capital Tax Partner. Mark has been featured in a number of articles, including "Extreme Makeover" which appeared in Worth (January 2006) and discusses the need for family offices to embrace best-in-class management and organizational standards.

Daniel Carlin, M.D., WorldClinic
Many families do not realize the risk they introduce to their family wealth by improperly addressing the healthcare and protection issues for family members. For families who regularly travel on business or for pleasure, who have members residing in foreign countries, or whose family name carries notoriety, these issues are key. The sudden death of a founder can wreak havoc on family business succession and present heirs with overwhelming responsibilities for which they may be unprepared. Kidnapping instances are increasing globally, threatening the continuity of the family and presenting a threat to the family wealth. WorldClinic and WorldSheild provide global healthcare and protection services anywhere in the world on a 24-hour basis. They work with the family’s existing healthcare professionals to ensure the health and safety of family members, assuring the best preservation for the family wealth.

Mack International
Mack International, LLC is a premier retained executive search and consulting firm focused on providing solutions to financial services and wealth management industry clients. Headquartered in Chicago, Mack International serves organizations on a national and international basis. Linda Mack founded the firm to provide superior, client-focused executive search solutions.

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