Greycourt Completes Ownership Succession Plan, Bolstering Independence and Client Alignment
Greycourt LLC, one of the nation's leading investment advisors to ultra-high net worth clients, today announced it has completed a management-led transition of the firm’s ownership, cementing its long-held culture of independence, creativity, and expertise.
Greycourt is now entirely owned and controlled by employees and has activated an equity rotation plan designed to maintain this structure in perpetuity. The next generation of the firm's leadership purchased all shares transferred and transitioned Greycourt into a true partnership – Greycourt LLC.
Greycourt was founded in 1988 by Greg Curtis and has grown into one of the country's premier independent advisory firms, serving ultra-high net worth families and their family offices from offices in Pittsburgh, Pennsylvania, Portland, Oregon, Nashville, Tennessee, and San Antonio, Texas.
“From the beginning, Greycourt was built to be independent, client-centered, and enduring. We believe this transaction is a coherent way to allow our core principles to continue well beyond the working life of any one individual,” said Matt Litwin, CEO of Greycourt.
