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Greycourt & Co. is in the Technology Industry
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Affinity Groups
Greycourt maintains a substantial database of other advisors and we will be happy to recommend organizations and professionals competent in such areas as estate, trust, tax and insurance planning, effective philanthropy, intergenerational issues, family communications, closely held businesses and similar issues. Representing a broad spectrum of investment views and levels...
Corporate Crooks And Investor
Greycourt has been deeply disturbed by the chicanery and outright fraud that have come to characterize too much of corporate America. But before we give in to despair and take investment action that could be damaging to our wealth. While it is too early for any of us to understand...
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Managing investment Related Taxes
An important part of Greycourt’s value proposition to its family clients is our ability to add substantially to their net after-tax wealth through careful management of investment-related taxes throughout the portfolio management process. Because taxes represent such an important aspect of portfolio management for families, two families can experience the...
Investment Considerations Associated With Complex Estate Planning Strategies
"The paper discusses complex estate planning vehicles that are frequently encountered in the course of Greycourt’s advisory work with wealthy families. Placing a tax-inefficient asset inside an insurance product causes the tax consequences to pass to the insurance company while the gains remain in the policy as increasing cash...
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