The Gray Team oversees approximately $9B in assets as of August 2014 for 35 entrepreneurs and wealthy families. We help clients reach their goals through a disciplined wealth management program anchored by their values. We collaborate with clients and their advisory team to develop an integrated approach where investment performance, a thoughtful estate strategy, and family dynamics guide the decision-making process.
Our team determines clients’ needs and preferences and develops customized strategies that leverage the extensive financial platform of Merrill Lynch. We provide high quality personalized service and help clients realize their personal vision.
We address such keys areas as estate and trust planning strategies, asset management, liabilities, cash and single stock risk. We also manage equity and fixed income portfolios directly for clients.
- Pre-IPO and Pre-Merger Planning
- Security-Based Lending/Home Financing through Bank of America, N.A
- Asset Allocation**
- Consulting/Manager Searches
- Alternative Investments*/Private Equity
- Financial Services for Nonprofits
- Financial Education for Young Adults
- Family Meetings
*Some or all alternative investments may not be suitable for certain investors.
**Asset Allocation does not ensure a profit or protect against loss in declining markets.