A complete list of active advisors currently associated with Greycourt & Co., INC.

Warmer can help you find a great advisor at Greycourt & Co., INC. or one who fits your needs even better.

Greycourt serves ultra-high-net-worth families, family offices and related foundations with integrated investment advisory, manager research, portfolio implementation, monitoring, and customized consulting. The firm offers three delivery models — Investment Advisory Services, Collaborative Solutions (peer-to-peer work with family offices), and Organizational Solutions for family-office operations and reporting. Greycourt’s advisory work is largely non-discretionary: as of December 31, 2025 it reported $6.6 billion in regulatory AUM, of which about $6.52 billion was advised on a non-discretionary basis while a much smaller portion was discretionary. The firm emphasizes customized portfolio design and manager selection rather than firm-wide model portfolios, with an Investment Committee that vets managers and a process that blends proprietary capital markets assumptions, optimization tools, and qualitative judgment. Compared with many multi-team peers, Greycourt is notable for its focused client base and its management-led, employee ownership transition completed in 2026, as well as a relatively small number of client relationships supporting a large advisory footprint and over $26 billion in assets under advisement. Its Collaborative Solutions and Organizational Solutions offerings, and its routine role as a non-discretionary advisor and manager-of-managers consultant to family offices, distinguish it from firms that primarily manage retail or discretionary assets.

To learn more about the advisors currently working at Greycourt & Co., INC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.