Welcome to
Greenway Family Office

We are your single point of contact, serving your family with a team of diverse, seasoned professionals, dedicated to executing services tailored to your unique needs.

Welcome to
Greenway Family Office

We are your single point of contact, serving your family with a team of diverse, seasoned professionals, dedicated to executing services tailored to your unique needs.

The Greenway Family Office Advantage

We are accessible, agnostic, objective and confidential. We are collaborative and creative. We are devoted to your success and to protecting everything you value – your family, your business and your legacy.
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ALIGNED

Simply put: “We sit on your side of the table”.

Our unique, fiduciary structure benefits your family in multiple ways. We are not held captive by bank or brokerage products, sales oriented compensation plans, or requirements to move assets from your current custodian. We recognize you may have a personal or business reason for each existing relationship and we strive to strengthen those on your behalf.

The fiduciary nature of our approach is in line with your best interest, is cost sensitive, transparent and not tied to sales or a particular course of action. Instead, we create a mutually beneficial compensation arrangement, which affords our Greenway team the ability to source the optimal planning and investment services for each family, provide consolidated record-keeping and reporting services, access to best in class due diligence partners, and time to work with your other service providers and interested parties on your behalf.

ALIGNED

Simply put: “We sit on your side of the table”.

Our unique, fiduciary structure benefits your family in multiple ways. We are not held captive by bank or brokerage products, sales oriented compensation plans, or requirements to move assets from your current custodian. We recognize you may have a personal or business reason for each existing relationship and we strive to strengthen those on your behalf.

The fiduciary nature of our approach is in line with your best interest, is cost sensitive, transparent and not tied to sales or a particular course of action. Instead, we create a mutually beneficial compensation arrangement, which affords our Greenway team the ability to source the optimal planning and investment services for each family, provide consolidated record-keeping and reporting services, access to best in class due diligence partners, and time to work with your other service providers and interested parties on your behalf.

From working with hundreds of complex families…

Our Greenway Family Office team members have career experience and advanced specialty training in accounting, tax, insurance, legal, brokerage and trust company environments. We have served hundreds of corporate executives, private business owners and multi-generational wealth holders to enhance and protect their well being.

Building on all of the “basic” services generally available through other wealth management providers: financial, trust and investment planning and management; foundation and endowment administration; cash flow forecasting, etc., we then add an additional layer of sophisticated services generally required by individuals and families with significant means.

Strategies for the management of closely held business interests, the monetization of illiquid assets, sophisticated tax strategies and forecasting, succession planning, merger and acquisition analysis, as well as multi-generational educational programs to prepare young heirs for their future responsibilities, all contribute to the suite of services offered by the Greenway team.

We are your “advance team,” serving as both financial architect as well as project manager, looking ahead, planning with diligence and always seeking the optimum result for you and your family.

EXPERIENCED
PERSPECTIVE

EXPERIENCED
PERSPECTIVE

From working with hundreds of complex families…

Our Greenway Family Office team members have career experience and advanced specialty training in accounting, tax, insurance, legal, brokerage and trust company environments. We have served hundreds of corporate executives, private business owners and multi-generational wealth holders to enhance and protect their well being.

Building on all of the “basic” services generally available through other wealth management providers: financial, trust and investment planning and management; foundation and endowment administration; cash flow forecasting, etc., we then add an additional layer of sophisticated services generally required by individuals and families with significant means.

Strategies for the management of closely held business interests, the monetization of illiquid assets, sophisticated tax strategies and forecasting, succession planning, merger and acquisition analysis, as well as multi-generational educational programs to prepare young heirs for their future responsibilities, all contribute to the suite of services offered by the Greenway team.

We are your “advance team,” serving as both financial architect as well as project manager, looking ahead, planning with diligence and always seeking the optimum result for you and your family.

MULTI-DISCIPLINED

A Multi-Disciplined Discipline

In today’s environment, it is impossible to approach the subject of investment management with only the tools in a marketable securities toolbox. While risk/return and asset allocation are still subjects worthy of attention and respect, they no longer command the investment stage.

Rather, knowledge of income and estate tax law, accounting principles, illiquid asset structures and characteristics, legal entity characteristics, and risk mitigation techniques are required skill sets for the modern private family portfolio manager.

MULTI-DISCIPLINED

A Multi-Disciplined Discipline

In today’s environment, it is impossible to approach the subject of investment management with only the tools in a marketable securities toolbox. While risk/return and asset allocation are still subjects worthy of attention and respect, they no longer command the investment stage.

Rather, knowledge of income and estate tax law, accounting principles, illiquid asset structures and characteristics, legal entity characteristics, and risk mitigation techniques are required skill sets for the modern private family portfolio manager.

The only resource you can’t get more of…

Taking time-consuming projects off your shoulders is one of the hallmark benefits from your Greenway Family Office team. We seek to relieve you of the duties and responsibilities that take away precious time from businesses and families, allowing your focus to be on the people and initiatives you love and knowing the support you need to maximize your outcome is the responsibility of Greenway Family Office.

TIME
SAVING

TIME
SAVING

The only resource you can’t get more of…

Taking time-consuming projects off your shoulders is one of the hallmark benefits from your Greenway Family Office team. We seek to relieve you of the duties and responsibilities that take away precious time from businesses and families, allowing your focus to be on the people and initiatives you love and knowing the support you need to maximize your outcome is the responsibility of Greenway Family Office.

AGILE

Having your own financial staff brings availability & flexibility to the table

The ability to respond to an urgent request; the resources in place to quickly evaluate a surprise circumstance; or the extra help to take on an unusual project are all a part of the Greenway structure.

Our team members are assigned specific job descriptions and responsibilities, but are flexible and responsive to whatever is needed to get it done.

AGILE

Having your own financial staff brings availability & flexibility to the table

The ability to respond to an urgent request; the resources in place to quickly evaluate a surprise circumstance; or the extra help to take on an unusual project are all a part of the Greenway structure.

Our team members are assigned specific job descriptions and responsibilities, but are flexible and responsive to whatever is needed to get it done.

Greenway Family Office’s protocols, systems and technologies have been thoughtfully created to protect your privacy. We take proactive steps to advocate anonymously on your behalf in negotiations or due diligence matters; Your family has its own discreet and secure portal to access personal information. We will never disclose your name or information without your explicit permission.

PRIVATE &
CONFIDENTIAL

PRIVATE &
CONFIDENTIAL

Greenway Family Office’s protocols, systems and technologies have been thoughtfully created to protect your privacy. We take proactive steps to advocate anonymously on your behalf in negotiations or due diligence matters; Your family has its own discreet and secure portal to access personal information. We will never disclose your name or information without your explicit permission.

Have questions? Want to know more?
We look forward to speaking with you.