Client Success: Partnership Built on Objectivity
Our most valuable asset is the trust we earn.
Our commitment to independence ensures we sit solely on your side of the table, driving objective decisions for your multi-generational wealth. Below, you will find direct insights from families who partner with us for clarity, security, and a lasting legacy.
With Grey Dunes, you can build a legacy that will last for decades.
What Our Clients Say
“Bill's integrity speaks for itself. Bill's track record speaks for itself. He is a superb leader and organizer—a veteran in the family office industry. Very few consultants come from the experience of leading a large family office. Bill is a seasoned pro.”
— Chairman of Midwest-based Forbes 100 Family Office (G2 family member)
"I felt it wise to solicit a knowledgeable, outside opinion of the state of my family's business affairs as we ventured into a new era. I conducted several interviews of candidates to perform this function and selected Bill. My entire family is extremely grateful that we did. With experience and thoughtful analysis, Bill did an extraordinary job of summarizing our entire situation and guiding us through the creation of a fresh operational model that fit our new goals and objectives."
— Midwest Real Estate Investor (G3 family member)
"After spending twenty-three years in private banking and serving wealthy families, I accepted a position as president & CEO of a newly established family office. Although I was very comfortable with many aspects of what would be required, I had never actually run one. We hired Bill to assist us with a comprehensive effort involving all functional areas. Bill's work plan kept us aware of all necessary tasks and progress during the build-out and resulted in an efficient, effective operating office that exceeded our expectations."
— New England Family Office CEO
"We have worked with Bill for more than a decade and value him as a deeply trusted advisor to our family office. His work with us has spanned client experience, governance, leadership development, and ongoing advisory support at the board level. He brings exceptional insight and rigor to complex family and organizational dynamics, always grounding his recommendations in thoughtful analysis and practical wisdom.
Most importantly, Bill demonstrates a genuine commitment to the family and the long-term health of the enterprise. We consider him an indispensable partner and recommend him without reservation."
— East Coast Family Office CEO
"Effective family office leadership requires far more than investment expertise—it takes sound governance, strong judgment, and a clear long-term perspective. Through thoughtful oversight, careful stewardship, and trusted guidance, Bill Boer helps ensure the family office operates with clarity, accountability, and lasting stability.
What really stands out is how he does all of this—with a smile, genuine enthusiasm, and a steady sense of confidence about both where we are today and where we’re headed. He’s always just a call or text away whenever I have questions. If you choose to work with him, you won’t be disappointed."
— West Coast Family Office President
"I sold my company and decided to form my own family office with the proceeds. I wanted my family office to be efficient and entrepreneurial. Bill worked with me side-by-side as we designed and implemented the family office entity and strategic plan. Bill's personal knowledge of family offices gave me a huge head start, and we put together a family office structure that exceeded my expectations."
— New York City Entrepreneur (G1 family member)
"We measured our investment in Bill in multiple ways. For example, we can identify multiple areas where he decreased our liability, tax, and legal risks, demonstrating significant savings in ongoing and 'event-driven' matters. He also identified inconsistencies and overlaps in service providers, which decreased costs while upgrading overall performance. But most helpful for us was his ability to educate family members as well as training and guiding office personnel towards a long-term plan."
— CEO for a Southern Family Office (G4 family member)
"My executive team and I visited many family offices over a period of five years before I decided to form my own family office. During the course of our visits, we discovered Bill and Grey Dunes. The smartest decision we made was to hire Bill. He led us through a process which accelerated the development of our family office, which is many years ahead of where it would have been without him."
— Florida Entrepreneur (Chairman and G1 Family Member)
"We completed a liquidity transaction for the first time. Someone said, ‘You should create a family office.’ As CEO of a midwestern metal-bending company, I said, ‘What is that?’
Bill took us through the entire process of set up: governance, investment policy, best practices, family communications, you name it. His framework has served us well. Recently, 15 years in, we hired Bill’s team again to help us review investment firms. I would highly recommend Grey Dunes."
— Midwest CEO
Our Trusted Partnership Model
The foundation of every strong financial future is built on unwavering trust and radical objectivity. We invite you to take the next step toward a beneficial advisory partnership.
