Graypoint

About Graypoint

Graypoint LLC is a multi-family office, financial planning, and investment management firm serving high-net-worth and ultra-high-net-worth families, private foundations, nonprofit organizations, and institutions. The firm offers comprehensive services to manage financial affairs, including wealth management, estate and tax planning, and investment management. 1. Family Office: Graypoint provides full financial support for families, covering wealth management, estate and tax planning, family education, philanthropy, cash flow planning, and risk management. The firm serves as both a financial planner and a trusted advisor, helping families manage both complex and administrative financial matters. 2. Financial Planning: For clients not requiring Family Office services, Graypoint combines financial planning with investment management and reporting. Key areas include cash flow, estate, and tax planning, ensuring all critical financial needs are covered. 3. Investment Management: Graypoint designs personalized investment strategies aligned with clients' financial goals, continuously monitoring portfolios and adjusting as needed based on market changes or family circumstances. The firm uses an open architecture approach to ensure objective, independent investment selection. 4. Nonprofits & Institutions: Through its Hugh Johnson Advisors division, Graypoint provides tailored investment management services to meet the specific goals of nonprofit organizations and institutions. It also offers guidance on regulatory and fiduciary responsibilities and assists in drafting investment and spending policies.