Dr. Gray serves UHNW and business owning families by providing tax optimized investment advice and cross generational planning across multiple jurisdictions. After a business liquidity event, Dr. Gray helps families architect their family office while orchestrating a myriad of top calibre professionals with integrated solutions and ongoing outsourced investment guidance and leadership until the family is self-sufficient with internal processes.
Utilizing a family office needs assessment and personal balance sheet analysis, Dr. Gray is able to provide recommendations for optimization related to asset allocation, asset location, and asset liquidity across both private and public investment managers. Understanding the tax attributes of different jurisdictions provides clarity to families and a roadmap for generations to come. The outcome of this planning helps families flourish and live their best lives, knowing that their balance sheet is meticulously organized and managed to produce the long-term cash flow for their family, health, and longevity. Dr. Gray educates and supports multiple generations through family office educational events and family summits to build connectivity and empower the rising leaders within the family.