Graypoint

About Graypoint

Graypoint LLC is a multi-family office, financial planning and investment management firm. Its clients are high-net-worth and ultra-high-net-worth families, private foundations, nonprofit organizations and institutions. Services cover wealth management, estate and tax planning, and investment management. 1. Family Office: Graypoint supports families across wealth management, estate and tax planning, family education, philanthropy, cash flow planning and risk management. It acts as financial planner and trusted advisor, handling both complex and administrative financial matters for each family. 2. Financial Planning: Clients who do not need Family Office services receive financial planning paired with investment management and reporting. The main areas are cash flow, estate and tax planning, so that every critical financial need is addressed. 3. Investment Management: The firm builds personalized investment strategies matched to each client's financial goals. Portfolios are monitored continuously and adjusted when markets shift or a family's circumstances change. An open architecture approach keeps investment selection objective and independent. 4. Nonprofits & Institutions: Graypoint's Hugh Johnson Advisors division provides customized investment management for nonprofit organizations and institutions, tailored to their specific goals. It also advises on regulatory and fiduciary responsibilities and helps draft investment and spending policies.

Real estate mandate

Contacts at Graypoint