Single family offices
Greysman builds lean, modern family offices for families with new liquidity, audits the ones already running, and puts our proprietary SLATE operating system to work inside both.
You've worked too hard to buy off the rack.
What we do
Build a new family office, audit an existing one, or put SLATE in place. Most families start with one and end up with all three.
Last month nobody returned your calls. This month everyone wants a meeting. The first year after a sale is when the most expensive habits form. We help you build a modern, lean office before the structure starts making decisions for you.
Most offices grew one reasonable hire at a time. Nobody decided the total; it just arrived. We look at what every dollar buys, where AI can do the work better for less, and what to keep, cut or build. You get a plain report and a plan.
SLATE is an AI-enabled team that does the analyst work of a family office: underwriting, monitoring, reporting and the calendar. It is built for your family, installed and run by Greysman, and your records stay on a device you own.
If the structure needs 12% a year to justify itself, the problem is the structure.
Greysman's proprietary operating system
Cheaper and better are usually a trade. SLATE is built so you don't have to choose, and the two together are what we mean by smarter.
Your records stay in a vault you own, with no connection to the internet. One door in. Every crossing logged.
Fixed costs come down and stay down. SLATE doesn't expect performance bonuses or annual raises.
It does the work, not just answers questions: first passes, document requests, reports and follow-ups.
Built around your family's holdings, rules and people. Nothing off the rack.
A system, not a hunch. Checked, cited and logged, with a perfect memory of every decision before.
How it starts
Fill out a short form. Leave anything sensitive out. We do a little homework before we call.
We look at where you are and tell you plainly what we would do, what it costs and what it should save. If we can't help, we say so.
We build or rework the office, put SLATE in place and keep it running. You get the output and keep the decisions.
So, Greysman?
Operators in our second season: former CIOs and CEOs, allocators, founders, board members, fixers and AI engineers.
With 30 years of decisions behind us, we share the ones that worked and the ones that didn't but taught us something. Much of what we learned came from building family offices the traditional way. That is exactly why we build them differently now.
We exist to be of service. We're not interested in collecting trophies. We want the win to be yours.
No. We help you ask the right questions and build a process that answers them. The decisions stay with you.
Families with a recent liquidity event who want to get the office right the first time, and families with an office already running who suspect they're paying too much for too little.
No. Plenty of work is a better structure or a cleaner process. We use AI where it earns its keep, not for its own sake.
Leave sensitive documents out of your first request. Before anything important changes hands, we put a two-way NDA in place. With SLATE, your records stay on a device you own.
If you want someone to carry out a plan without questioning it, we're the wrong call. We push back. That's the value. If we can't help, we'll point you to someone who can.
Request an assessment and fill out a short form. We review it, do some homework, and if we think we can help, we reach out with next steps. No cost to raise your hand.
Request an assessment
Tell us where you are: a new office, one already running, or curious about SLATE. We'll take it from there.