Lisa Gray
LISA GRAY has gained mastery in the impact that generational perspectives have on the decisions families make about all forms of their wealth. She consults with domestic and international families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on multi-generational success. Lisa has provided expertise and experience to the wealth management industry since 1988 and is the founder and managing member of graymatter Strategies LLC. She has a strong background both as a financial advisor and as a consultant on the intellectual, social, and human wealth of the family.
Based on her experience in working with families of wealth combined with her research and consulting experience through graymatter, she developed the proprietary diagnostic Wealth Optimization Consulting™ model of service presented in her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent published by Euromoney Books in 2004. The concept more accurately guides families and their advisors on the journey toward optimality in their relationships as a family of wealth as well as in decisions they make about their wealth.
Lisa is certified in a program designed to guide families in discovering their own solutions to the issues they face, helping families develop pathways that contribute significantly to their long-term success and helping them manage family crises. Her broad-based years of experience offer a singular approach to private family, financial institution, and wealth advisor education using generational differences as a foundation. She is a sought-after media resource for the wealth management industry on family advisory and family office-related matters.
She is a regular contributor to the Journal of Wealth Management, is a member of its Editorial Board, is a member of the CFA Institute’s Approved Speaker List, and a frequent speaker and author on family office, family governance, and wealth management topics. Lisa’s work has been cited by the Capgemini Merrill Lynch World Wealth Report (2005), Barclay’s (2007), and the Wharton Global Family Wealth Alliance (2008).
Lisa speaks all over the world and works with families of all cultures, particularly in Europe, the Middle East, and Asia. She is familiar with the particular challenges families face specifically from generational and cultural perspectives and is adept at guiding families toward the achievement of their goals within their desire to preserve cultural traditions.
Her first book, The New Family Office, first topped Euromoney Books’ best seller list in May 2010; and her new book, Generational Wealth Management: A Guide for Fostering Global Family Wealth, published October 2010, has also been on the best seller list. In this latest work, Lisa outlines a new approach to wealth management, the Generational Wealth Management Continuum.℠ The approach expands family wealth portfolios to include organic assets (intellectual, human, and social capacities) along with material and financial assets within a consummately integrated wealth management process. A second edition of The New Family Office will be published in 2012.
