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LISA GRAY consults with domestic and international families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on wealth management decisions. Ms. Gray has 21 years' experience in the wealth management industry and is the founder and managing member of graymatter STRATEGIES LLC. Based on her experience in working with clients of wealth combined with her research and consulting experience through graymatter, she developed the proprietary diagnostic Wealth Optimization Consulting™ model of service presented in her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent published by Euromoney Books in 2004. The concept more accurately guides families and their advisors on the journey toward optimality in their relationships as well as in wealth management.
Ms. Gray is certified in a program designed to guide families in discovering their own solutions to the issues they face, offering families solutions that contribute significantly to their long-term success. Her broad-based years of experience offer a singular approach to private family, financial institution, and wealth advisor education and have positioned her as a sought-after media resource for the wealth management industry on family advisory and family office-related matters. She is a regular contributor to the Journal of Wealth Management, a member of the CFA Institute’s Retained Speaker Program, and a frequent author on family office and wealth management topics. Her work was referenced significantly by a Wharton Global Family Alliance Report on single family offices published in May 2008. Her new book, Generational Wealth Management: A Guide for Fostering Global Family Wealth is expected to be published in 2009.
To inquire about Ms. Gray’s fees and availability for speaking engagements, please contact her at lisa@graymatterstrategiesllc.com or 804.343.1030
Adrianne G. Bugg joined graymatter STRATEGIES LLC in May of 2007 as member and vice president. Prior to joining graymatter, Adrianne built her experience through working with individuals and families of wealth on financial planning and investment strategy.
A graduate from the A.B. Freeman School of Business at Tulane University, she has six years of experience working with families of wealth and their advisors to strategically and tactically choose investments which would support the achievement of the goals of the client. She also participated in Burkenroad Reports, an elite financial analyst program within Tulane University, and was selected to represent Burkenroad on a panel to prospective students and their families, faculty and staff. This experience allowed her to further her career at major firms such as Smith Barney and Wachovia Securities. In addition to her role as a Financial Advisor, Adrianne has worked as a coach to Financial Advisors to help them identify the true needs of their clients, thus, enhancing their own business and service potential.
Please contact her at agbugg@graymatterstrategiesllc.com
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