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
09Governance
Governance & compliance.
Counsel of record on the fiduciary and regulatory standards that protect principal and preserve trust.
Fiduciary standard
Greyeagle acts as a fiduciary in the disciplines that require it, placing the interests of principal households before its own. Our governance framework is reviewed by counsel of record.
Compliance
We maintain programs for anti-money-laundering, know-your-customer, sanctions screening and data protection commensurate with our standing.
Standing
Further regulatory and licensing information is set out in our disclosures. Disclosures.
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