At Grey Hare Analytics, we refrain from telling you what to do. Instead, we take the time to understand your issues and come up with ways to for you to address your problems. By doing so, we provide you with the tools that you need to fully understand your situation so you can make better, more informed decisions.

Our services for trusts & family offices

 
 
 

Family Offices

Amassing family wealth has it benefits but it also increases the need for careful wealth planning. We offer services to families who have reached the point where they need assistance understanding what having wealth entails and the difficulties that can be involved when efficiently and effectively transferring wealth to the next generation and beyond.

 
 

Trust Departments

Our wealth education rates

 

Annual Consultation

 

Improved decision making surrounding your estate has to start somewhere. Grey Hare can provide you with the information that you need to make informed decisions when planning the important details of your estate. Whether it is giving access to online wealth education classes, or assembling an estate planning team, Grey Hare can help.

Per Year | $5,000 | Get started

We have partnered with Tamarind Learning to provide the best wealth education classes on the market!

Questions before getting started? Get in touch.

We hope that you learn more about wealth education using our website. This information is intended to be educational only. Please note that we are consultants and educators and not accountants, lawyers, or financial advisors. Do not rely on the information within this site as a substitute for tax, legal, or financial advice. You should always reach out to a professional for tax, legal, and financial advice.