Greycourt & Co., Inc.
Financial ServicesPennsylvania, United States11-50 Employees
Greycourt & Co., Inc. is an independent advisory firm in the financial services industry, based at 2100 Wharton Street Suite 600, Pittsburgh, PA 15203, United States. The firm serves ultra-high-net-worth families and family offices, integrating investment strategy with tax and estate planning to tailor portfolios to each family’s goals and legacy assets. It uses a co-sourced model that blends in-house personalization with the scale and expertise of an institutional platform, and it does not sell products. The team is described as seasoned investors rather than relationship managers, providing high-conviction advice and deep analytical insight. The company has 11-50 employees and has grown through acquisitions and leadership hires, including the 2023 acquisition of Family Capital Strategy and leadership appointments such as Stacy Haislip becoming managing director in Nashville in 2026.