For Individuals

OUR APPROACH

The professional solutions of a large firm with the personal service of a boutique.

The private wealth management industry is full of legacy firms with outdated investment recommendations focused on selling internal products, hiding potentially misleading fees, and paying mediocre attention to their clients. You deserve better.

Here at Grey Fox, we coordinate a generational wealth team for less than you normally pay for a financial advisor.

We are independent fiduciaries with a three part approach.

Alternative Assets

Access to researched alternatives (i.e. private equity, debt/credit, real estate) that can improve portfolio performance and diversification.

Customized Allocations

A customized portfolio of diversified, low-cost, and passive funds that optimize return, eliminate hidden fees, and minimize taxes.

Coordinated Support

A family office approach that coordinates tax, insurance, and legal partners to design efficient plans for generational wealth.