Comprehensive Family Office Advisory Services

Navigating substantial wealth demands holistic, objective oversight of every component of your financial and personal world.

As your independent family office advisor, we work with you to build a solution to effectively coordinate complex legal, financial, and strategic affairs. We bring seasoned expertise to streamline multifaceted challenges, ensuring that every decision, strategy, and external vendor aligns perfectly with your goals for wealth preservation and legacy extension.

Grey Dunes Comprehensive Family Office Advisory Services

Our Capabilities

We work with you to identify the best mix of full-time and virtual partner expertise necessary to fit your challenges and vision. This table displays the categories and scope of skills which may be included in your family office.

Estate + Wealth Planning	Tax	Investments	Finance + Admin	Family	Legal	Philanthropic	Technology	Specialized Services
Estate Planning	Tax Compliance	Investment Policy	Financial Controls	Family Governance	Oversee Outside Partners	Mission Statement	Platforms + Controls	Concierge
Generational Planning	Tax Planning	Asset Allocation	Banking + Cash Movement	Family Education	Contracts	Foundation Operations	Cloud Computing	Hard Assets + Collectibles
Long Term Implementation	Tax Preparation	Investment Due Diligence	Budgeting	Succession Planning	Document Review + Prep	Foundation Oversight + Compliance	Cyber Security	Property + Estate Management
Trust Administration	Entity Structuring + Design	Manager Selection + Evaluation	Bookkeeping + Reporting	Reputational Risk Management	Litigation Oversight	Due Diligence		Travel Coordination (Plane/Yacht)
		Investment Discretion	Bill Pay	Personal Security	Compliance + Regulatory Oversight	Foundation Administration		Shareholder Services
		Trading	Account Aggregation			Impact Investing
		Private Investments	Risk Management/Insurance

Why a Family Office?

Your Family is Your Business

Your family is your most important business. Financial legacy, education, and stewardship should never be an afterthought. Grey Dunes is here to plan and implement a holistic strategy that focuses on the family's overall resources, considering the past, addressing the present, and building the future.

A Profitable Business Decision

Making your family a business priority is a profitable move, often resulting in savings on estate taxes and investment fees, as well as reduced risk. Moreover, addressing family office functions creates a forum for discussing and educating family members, regardless of their involvement in the family business. We offer the expertise to clarify critical business decisions while supporting the essential interpersonal dynamics of your family.

With Grey Dunes, you can build a legacy that will last for decades.

Wealth Planning Lifecycle

Stages of Development

Years of experience have given us a streamlined, four-stage approach to family office planning and development:

Stage 1: Assessment

We review your family's assets, operations, and documents to understand your current state and provide thorough initial best-practice recommendations.

Stage 2: Development of the Strategic Plan

We collaborate with your team to prepare a detailed strategic plan that covers comprehensive functional areas or focuses on a specific initiative.

Stage 3: Implementation of the Strategic Plan

Grey Dunes actively drives and participates in the execution of your personalized strategic plan, tracking progress until objectives are efficiently achieved.

Stage 4: Ongoing Advisor to Family and Family Office

We continue to serve as a valuable advisor, leveraging our deep expertise in your family's financial and personal matters to contribute to your office's stability.