GrayAud Family Office

…An exclusive offering for higher net worth families, individuals and foundations who are looking for exceptional levels of personal service in their financial world…

This exclusive offering has been designed to accommodate high-net-worth groups and families who are searching for a professional firm to provide effective financial management and investment consultancy. Intergenerational family wealth can often involve competing investment agendas and horizons, and multi-faceted capital needs scenarios against a backdrop of rapidly changing dynamic markets. 

Where family wealth, family dynamics and legacy are involved, it is essential that the intricacies of these scenarios are managed seamlessly and with as little emotional turbulence as possible. 

Clients that utilise this service are often time-poor and significant financial decisions are being deferred simply due to competing priorities. The GrayAud offering works to reduce this bottleneck by working directly with your accountants, lawyers, and other specialists to create solutions. Essentially, it is a concierge service to organise and coordinate these complex transactions with minimal time impact on you. 

Additionally, risk management and downside protection are key components that need to be addressed, to provide comfort that hard won capital is not wasted in overly aggressive options. A start up or an IPO may be a great option but there are similar, less perilous alternatives that can deliver similar outcomes. 

Our asset consulting team brings proven due diligence and financial expertise to provide leadership in such multi-dimensional decisions. This team is currently managing over $1.1billion dollars of direct client investments as well as consulting on assets of more than $2.3 billion dollars.

What type of client will benefit from the GrayAud service? 

  • High net worth clients ($5 million + in investable assets).
  • Family groups.
  • Foundations and charities.
  • Time-poor professionals e.g. medical professionals, sporting professionals, entrepreneurs with annual incomes of $750,000 or more.
Your GrayAud Consultant can navigate you through situations such as:
  • Intergenerational wealth structures and development;
  • Asset protection;
  • Business succession;
  • Liquidity events such as asset or business sales;
  • Growing and protecting the asset portfolio;
  • and intergenerational legacy and philanthropy.
“Effective control and peace-of-mind in what would otherwise be complicated, multi-generational situations”

Intergenerational Wealth

“Someone is sitting in the shade today because someone planted a tree a long time ago”.

– Warren Buffet 

A common phrase we hear as a criticism of good estate planning is “what does it matter – I won’t be around to see it!?”

We would argue that this is your money and your legacy. Structured properly, this can have a very positive impact on your family’s lives and while you might not be around to see it, your children and their children will know who to thank. 

Want to learn more about intergenerational wealth transfer and why we believe a tailored strategy is so important?

Download our FREE PDF

Charities and Associations

GrayAud offers a unique service to administer and offer leadership to charities and associations with their investment strategies and wealth management.

We provide an asset consulting specialist as your committee member to assist with building the entity’s investment philosophy, evaluate opportunities against an agreed risk/return matrix and help build solutions that align with values and objectives of the organisation.

The GrayAud program looks to empower the committee to meet its charter by utilising professional guidance and hard-won investment expertise. 

Any inquiries into our GrayAud will be treated with the strictest confidentiality.
Contact us via the RFS Advice website contact page today to arrange a consultation. 

Make an enquiry today

You can arrange an appointment with RFS Advice today by filling out the form below.

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