Private Advisory

Intelligent Wealth Structures

For successful professionals ready to optimize at the institutional level. Advanced strategies for entrepreneurs and executives managing significant wealth.

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$1M+ Annual Income

$10M+ Assets Managed

18% Avg Tax Rate

3 Global Offices

Our Expertise

Institutional-grade strategies typically reserved for family offices, adapted for exceptional individuals who demand sophisticated wealth optimization.

Cross-Border Tax Optimization

Advanced international structures that significantly reduce effective tax rates while maintaining full compliance. Strategies employed by multinational corporations, adapted for high-net-worth individuals.

Institutional Wealth Architecture

Private banking relationships, holding company structures, and trust arrangements that provide operational efficiency and asset protection at the institutional level.

Strategic Residence Planning

Sophisticated geographic diversification through second residencies, tax-efficient domiciles, and citizenship planning that creates meaningful optionality.

Asset Protection & Legacy Planning

Institutional-grade structures that protect wealth from operational, legal, and succession risks while optimizing for multi-generational transfer.

Our Client Profile

Grey River works with a select group of successful professionals who have built meaningful wealth through discipline, execution, and strategic insight.

Our clients share common characteristics: exceptional professional achievement, substantial assets under management, and the sophistication to appreciate institutional-grade strategies.

1 Growth-stage founders preparing for or having completed significant exits
2 Senior executives at major corporations with substantial equity compensation
3 Capital markets professionals specializing in public offerings and private placements
4 Serial entrepreneurs building and scaling multiple ventures

Client Results

Our clients consistently achieve outcomes that justify their investment in sophisticated planning

Grey River helped me restructure my holdings to reduce my effective tax rate from 42% to 18% while improving operational efficiency. The savings in year one covered our engagement fee many times over.

Technology Entrepreneur, Series C Exit

Finally found advisors who understand the complexities of significant wealth. They helped me establish structures I didn't even know existed, creating both protection and efficiency.

Clive, Canadian Multi Family Real Estate Developer

The strategic residence planning alone has created multiple seven figures in tax savings, plus gave me genuine flexibility for my family's future.

Aidan, Global Corporate Mining Executive

Selective Engagement

We maintain a limited client roster to ensure exceptional service quality. Our engagement model is designed for individuals who meet specific criteria.

Income Threshold

Generate $1M+ in annual income or manage $10M+ in investable assets

Implementation Ready

Committed to implementing sophisticated, multi-jurisdictional strategies

Professional Standards

Value discretion, professionalism, and measurable results

Investment Mindset

Understand that institutional-grade advice requires appropriate investment

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Advanced Strategies for Advanced Wealth

Professional. Confidential. Results-driven. If you meet our criteria and are ready to access institutional-level wealth strategies, let's discuss your situation and determine if Grey River is the right fit for your objectives.

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