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Leadership


Leadership

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Leadership


Leadership

 

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KRISTOFER GRAY | PRINCIPAL

Kristofer Gray, CFP® serves as a Family CFO for entrepreneurs and professional athletes. Born and raised in Seattle, he lives in Malibu with his wife and four children. Kristofer helps entrepreneurs and family owned businesses create a road map for both the qualitative and quantitative aspects of wealth and succession planning. He specializes in family wealth and estate planning, private equity and alternative investments, family foundations, trust structures, family LLC planning, GRATs, and private placement life insurance contracts. Kristofer facilitates educational retreats for family offices with other nationally recognized speakers and thought leaders in the areas of wealth, family, and health. Kristofer writes and presents at conferences on the topics of generational wealth, family business, succession planning, private equity, and philanthropy.