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
-Legal
Terms of use.
The terms that govern your use of this website and its materials.
This website is provided for informational purposes. Nothing herein constitutes an offer, solicitation or advice, and availability of any facility is subject to introduction and approval.
Use of materials
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Important notice
Greyeagle Private Bank.
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