…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.
