Graymatter STRATEGIES, LLC

Graymatter STRATEGIES, LLC provides wealth optimization and marketing consulting solutions for families of wealth and their advisors. Its services for families include pre-governance work and needs assessment, inter-family communication, family meeting facilitation, generational factors, inter-family marketing, role definition and education, family dynamics connection, and wealth transition consulting services, as well as family vision/mission development services. The companys services for advisors consist of new client profile, new wealth transition paradigm, team advisory factors, generational factors, and family dynamics connection services; and solutions to serve families of wealth and services in the areas of asset location issues, as well as roles, goals, and MPT services. In addition, its marketing consulting services include initial assessment and recommendation sessions; strategic marketing plan development; development of marketing collateral, strategic campaigns, and other activities; and consulting services to facilitate and monitor the implementation of plans, as well as to track implementation and implement accountability structures. The company has strategic partnerships with Family Office Metrics LLC; AstonPearl; Briddgear Strategies; WESTEC INTERACTIVE; Blackman Kallick; WorldClinic; and Mack International, LLC. Graymatter STRATEGIES, LLC was founded in 2002 and is based in Richmond, Virginia.