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
02Private Wealth
Private wealth & financing, authored line by line.
Discretionary portfolios, structured financing and family-office counsel - nationwide, and always by introduction. A place for households who prefer a named partner to a product shelf.
A conversation that becomes a mandate.
Private wealth at Greyeagle is not a catalogue of products. It is a conversation that becomes a mandate - and a mandate that stays with one named desk for as long as the household keeps us.
By introduction
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Discretionary Portfolios
Bespoke portfolios authored line by line by a named partner, available to principal households in every US jurisdiction.
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Bridge & Legacy Financing
Capital that moves when opportunity outpaces markets - settled in a single conversation, terms in one page.
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Family Office Services
A single desk for the affairs of a principal household - from custody to succession and next-generation education.
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Fig. - AccessAccess, by introduction.
Through Greyeagle HOME™ and Greyeagle Concierge™, principal households reach thousands of custodians, counsel and counterparties - many kept for a century.
The round table
After hours
The studyWhere wealth meets the rest of the house.
Pair a mandate with deposits, financing, succession counsel or a slower note from The Ledger.
Questions wealth desks hear first.
Pace, accountability and what we refuse to sell as counsel.
How a mandate begins
With a short note - not a form. We listen for goals, constraints and temperament, then draft a mandate you can read in one sitting.
Who holds the relationship
A named desk stays with the household. Specialists may advise; accountability does not rotate through a call centre.
What we do not do
We do not sell urgency, guaranteed returns, or product shelves dressed as counsel. Availability is by introduction and mutual fit.
IIPrivate Wealth
Authored line by line.
Every mandate begins with a conversation and ends with a named desk - quietly, and without an application form.
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