What can we do for you?

At Greykasell, we understand the answer to this question is different for everyone. That’s because each client has different circumstances, resources and goals. So, let’s just say, we can meet you where you are and design an action plan to take you where you’d like to be.

Individuals & Families

Financial Planning

We guide you along your financial journey, helping you toward your goals with personalized support and informed expertise.

Wealth Management

Our experienced team works closely with affluent and high-net-worth individuals and families to assess their current financial situation, as well as determine their financial needs, goals and risk tolerance to construct a portfolio of securities and assets that align with the client’s needs.

Estate Planning

We provide guidance to manage the complexities surrounding the transfer of wealth upon death, including maximizing the value of your estate and working with each client’s other professionals (e.g., CPA, attorney) to mitigate taxes and establish trusts.

Tax Planning

Our tax-planning expertise in mitigating tax liabilities helps keep more of your assets working for you and your family, potentially growing generational wealth, reducing estate taxes and helping to manage cash flow.

Inter-generational Planning

Emphasizing communication and inclusion, we collaborate with your family to provide financial education and ensure a family’s wealth and legacy are properly managed and passed to the next generation.

Businesses

Business Planning

We work with entrepreneurs and small business owners to ensure their business plan aligns with their personal/family financial goals, from taxes to investments, and retirement planning to succession planning.

Employee Benefits Planning

We help small businesses attract and retain high-quality employees by providing guidance on benefit plans that might include health insurance, life insurance, a defined benefit or defined contribution plan and stock options.

Executive/Key Employee Benefits Planning

We offer guidance on addressing the complex benefit needs of key employees as well as the business needs associated with retaining them, including succession planning, stock options, key person insurance and more.

Qualified Plan Design Assistance

From initial plan design and review of your Investment Policy Statement to facilitating employee enrollment sessions and from selecting investment options to ongoing employee education, we can help you enact a qualified plan to meet the needs of your employees and your business.

Succession Planning

We help entrepreneurs mitigate the tax burden associated with a liquidity event, help maximize the benefits of the wealth generated by the sale of their business and position them to take advantage of other business opportunities in the future, if they choose.

What can we do for you?

At Greykasell, we understand the answer to this question is different for everyone. That’s because each client has different circumstances, resources and goals. So, let’s just say, we can meet you where you are and design an action plan to take you where you’d like to be.

Individuals & Families

Financial Planning

We guide you along your financial journey, helping you toward your goals with personalized support and informed expertise.

Wealth Mangement

Our experienced team works closely with affluent and high-net-worth individuals and families to assess their current financial situation, as well as determine their financial needs, goals and risk tolerance to construct a portfolio of securities and assets that align with the client’s needs.

Estate Planning

We provide guidance to manage the complexities surrounding the transfer of wealth upon death, including maximizing the value of your estate and working with each client’s other professionals (e.g., CPA, attorney) to mitigate taxes and establish trusts.

Inter-generational Planning

Emphasizing communication and inclusion, we collaborate with your family to provide financial education and ensure a family’s wealth and legacy are properly managed and passed to the next generation.
Businesses

Business Planning

We work with entrepreneurs and small business owners to ensure their business plan aligns with their personal/family financial goals, from taxes to investments, and retirement planning to succession planning.

Employee Benefits Planning

We help small businesses attract and retain high-quality employees by providing guidance on benefit plans that might include health insurance, life insurance, a defined benefit or defined contribution plan and stock options.

Executive/Key Employee Benefits Planning

We offer guidance on addressing the complex benefit needs of key employees as well as the business needs associated with retaining them, including succession planning, stock options, key person insurance and more.

Qualified Plan Design Assistance

From initial plan design and review of your Investment Policy Statement to facilitating employee enrollment sessions and from selecting investment options to ongoing employee education, we can help you enact a qualified plan to meet the needs of your employees and your business.

Succession Planning

We help entrepreneurs mitigate the tax burden associated with a liquidity event, help maximize the benefits of the wealth generated by the sale of their business and position them to take advantage of other business opportunities in the future, if they choose.

Let’s Get Started

There’s a world of possibilities out there, waiting to be captured. You deserve to work with a team that measures its success by yours. To learn more about how we work with our clients and how we can help you work toward your goals, reach out. We’d love to speak with you.