Grey Fox Wealth Advisors, LLC
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Transportation
- Construction
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2020
Grey Fox Wealth Advisors, LLC is an independent fiduciary firm specializing in comprehensive wealth management and multi-family office services. They provide tailored financial solutions to support the long-term success of small business owners, executives, and their families. Their services include customized public and private market allocations, financial planning, and coordination of multi-family office services.
The firm's investment approach focuses on controlling key factors such as allocation, fees, and taxes within dynamic markets. They design and implement customized portfolios using diversified, low-cost, and passive funds to optimize returns, eliminate hidden fees, and minimize taxes. This practical and consistent approach aims to stabilize financial trajectories and support in-depth financial planning processes.
Grey Fox Wealth Advisors coordinates a generational wealth team to handle financial complexities, allowing clients to focus on their life priorities. Their multi-family office services encompass public and private market investments, financial planning, entity management, asset financing, tax planning, financial wellness, estate planning, and board advisory. As independent fiduciaries, they customize all services to fit personal preferences and achieve multi-generational goals.
Requirements
- Accredited investor status required
- Commitment to long-term investment horizon
- Alignment with firm's investment philosophy
- Willingness to engage in comprehensive financial planning
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- Tech Innovations Inc.
- HealthPlus Solutions
- Green Energy Corp.
- Urban Living Developments
- MedTech Devices
- FinServe Technologies
- EcoBuild Construction
- Retail Ventures Group
- MediaWorks Studios
- Telecom Networks Ltd.
Mentioned In
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$24.95
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