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“Welcome to graymatter’s service page for families of wealth and their advisors”
 Families of wealth have singular needs that are not often recognized by today’s advisory industry. They desire a level of relationship with an advisor in whom they may place their deepest trust. James E. Hughes, Jr., Esq. calls such an advisor ‘personne de confiance,’ – a French term indicating the ultimate level of trust. According to Hughes, ‘personnes de confiance “are the people of confidence families and individuals trust to be windows to the development of their human and intellectual capacities.”
Such a level of relationship requires a family’s advisors—including attorneys, accountants, and investment professionals—to place the family’s needs and wishes first in unprecedented fashion. graymatter has designed proprietary services and pragmatic tools to facilitate such relationships.
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graymatter works with families to
integrate and enhance their various forms
of capital, ensuring the wealth serves
each family member as well as the family
as a whole and society at large.
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graymatter assists advisors as they
serve wealthy individuals and families
by promoting advisory relationships
designed to emulate the standards of ‘personnes de confiance’ while leading
clients toward the path to optimality.
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When working with families of wealth, graymatter strategies employs the following process.
 graymatter’s Wealth Optimization Consulting™ tools facilitate efficiency and accuracy in designing goal-based allocations customized to directly fulfill the goals for the various forms of family wealth. Follow this link for more information on these tools, the Wealth Optimization Matrices™.
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