Most firms hand you off between specialists. We don't. Your principal advisor coordinates every practice below — so plans, portfolios, trusts, and reporting stay in conversation, not in conflict.
Graspre acts as independent trustee, co-trustee, or successor trustee for families who want continuity without conflict. We hold the keys, and only the keys — never a competing book of business.
Administration, recordkeeping, beneficiary care.
Crummey notices, distributions, annual reporting.
Long-horizon structures across generations and states.
Disciplined administration that preserves benefits.
CRT, CLT, DAF coordination with mission and tax fit.
Stepping in when a friend, sibling, or bank can no longer serve.
A plan is not a binder. It is a living agreement among people who care about each other. We coordinate the legal and tax work — with your attorney and CPA — and translate it into a document your family can actually read.
Wills, trusts, powers of attorney, healthcare directives — reviewed on a fixed cadence, not just at inception.
Annual exclusions, lifetime exemption use, GRATs, IDGTs — and the conversations that make those acronyms feel human.
Pre-transaction planning for business sales, secondary liquidity, and concentrated stock — done before, not after.
Foundation governance, donor-advised funds, and giving plans that reflect what your family actually cares about.
We don't market funds. We build open-architecture portfolios benchmarked to your spending, your obligations, and your timeline — not to a peer group of strangers.
Goals-based, not benchmark-driven.
Low-cost core, conviction satellites.
Loss harvesting, asset location, by default.
Quarterly, in plain English.
For families whose lives have outgrown a single inbox: consolidated reporting, bill pay, secure document vaulting, and a single point of contact for everything from K-1s to property managers.
One quarterly statement across every entity.
Dual-controlled, auditable, predictable.
Encrypted, indexed, accessible to named successors.
Hosted, facilitated, minuted — every year.
The next generation, brought in well before they need to be.
Attorneys, CPAs, insurance, property — one point of contact.
We are a deliberately small firm, and we accept a deliberately small number of new relationships each year. We are typically a fit for:
With wealth that spans more than one generation and more than one jurisdiction.
Who need a calm, coordinated home for the proceeds of a sale or recapitalization.
Small to mid-sized charitable entities who want governance that outlives their founders.
We'll listen first. If we're not the right firm, we'll say so — and we'll point you toward someone who is.
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