Private Wealth
For principal households who want a named desk rather than a product shelf.
- Discretionary portfolios authored line by line
- Wealth structuring and succession counsel
- One partner of record across the household
08Mandates
Twenty-six disciplines. One firm.
Select any discipline below to understand our capability - then leave a short note when you are ready to begin.
Twenty-six doors. One house.
Each discipline below is a door into the same bank. Read what fits, then leave a short note when you are ready - a named desk will continue the conversation.
Capability, not a catalogue
01Discretionary PortfoliosBespoke portfolios authored line by line by a named partner.02Wealth StructuringArchitecture for holding, protecting and transferring principal.03Stewardship DepositsDeposit stewardship engineered for multi-generational goals.04Bridge FinancingCapital that moves when opportunity outpaces the markets.05Private CreditStructured advances against enterprise and personal balance sheets.06Trust & Estate CounselExecutors of trust and counsel of record across jurisdictions.07Philanthropic FoundationsFormation and stewardship of enduring charitable vehicles.08Family Office ServicesA single desk for the affairs of a principal household.09Succession PlanningOrderly transfer of enterprises and estates between generations.10Fine Art AdvisoryCustody, financing and counsel for collections of consequence.11Aviation & Marine FinanceFacilities for aircraft, watercraft and the lives they serve.12Equine & CollectionsAdvances against equine holdings, cellars and rare assets.13Real AssetsLand, timber and property held for continuity, not for trade.14Alternative MandatesCurated placements beyond the listed markets.15Capital Markets AccessQuiet access to primary and secondary opportunity.16Mergers & Acquisitions CounselStructuring for founders still bearing their own names.17Pre-Liquidity PlanningPreparation for the single most consequential transaction.18Post-Liquidity PlanningStewardship of proceeds once the enterprise is sold.19Corporate TreasuryCash, custody and liquidity for closely-held companies.20Cross-Border BankingCorrespondence across currencies and jurisdictions.21Custody & SafekeepingSegregated custody with a century of continuity.22Concierge & Card ProgramsThe Reserve Card and Greyeagle Concierge programs.23Currency & HedgingPrudent management of exposure and translation risk.24Institutional LendingFacilities for institutions and their beneficiaries.25Governance & ComplianceCounsel of record on fiduciary and regulatory standards.26Next-Generation EducationPreparing heirs to become stewards in their turn.
VIIIMandates
Choose a door. Keep one partner.
Browse the disciplines for orientation - then write when you are ready for a named desk to continue.
11Relationship tracks
How an introduction usually begins.
Three relationship tracks - described without prices. Terms are arranged privately after introduction and confirmed in writing.
Banking Stewardship
For families who measure continuity in generations, not quarters.
- Stewardship deposits entered as a relationship
- Custody and quieter day-to-day banking
- Correspondence held in confidence by one desk
Enterprise Counsel
For founders and closely-held companies still bearing their family names.
- Liquidity, treasury and transactional counsel
- M&A and pre- / post-liquidity planning
- A single partner beside the enterprise itself
Leave a request
Every relationship begins with a conversation, not an application. Share a few details when you are ready - there is no urgency on our side - and the office of the Managing Partner will correspond in confidence.
1897YearChartered
26DisciplinesAcross the house
24HoursTypical first reply