What’s driving the turmoil in today’s market environment and what seems materially different than what we’ve experienced in past downturns?  Join President and Co-CEO Peter Mann and Chief Investment Officer, Greg Gipson on this episode of Five Questions as they delve into a discussion on why this market downturn is different and what Grayhawk is doing to take advantage of the opportunities that are emerging through this period of volatility.

Peter and Greg address these questions and share their thoughts on how Grayhawk is applying its disciplined processes and practices to balance both risk and return.

Are you ready to make decisions as a family? How do you prepare your family and next generation for what the future holds around your family’s wealth?  Join Chief Experience Officer, Allison Comeau and special guest, Patrick O’Connor, Founder of Blackwood Family Enterprise Services as they delve into the importance of planning with your family, and not for your family.  What are the key success factors?  When is it the right time to start planning? What role does family values play and how important is it to have defined your vision?  How should you approach making complex decisions and what resources are available?  Allison and Pat address these questions and provide their recommendations on how to get started, including some great book recommendations.  Visit grayhawkwealth.com  to learn more.

Show Notes:   

Book Recommendations that are mentioned:

Dr. Jim Grubman:  Strangers in Paradise Home - James Grubman, PhD

Tom Dean:  Willing Wisdom  Willing Wisdom

What is Private Credit, and why is it considered a compelling opportunity by many investors? Join President and Co-CEO Peter Mann and Chief Investment Officer Greg Gipson with special guest Ben MacLaren, Senior Research Analyst at Grayhawk Wealth, on this episode of Five Questions as they delve into a discussion on Private Credit. How does it work? What are the benefits and risks associated with investing in Private Credit? What type of companies look to private credit for investment?  How is it constructed, and how will Grayhawk’s new Private Credit offering navigate the challenges that comes with investing in Private Credit. Peter, Greg and Ben address these questions and share their thoughts on the benefits of building a diversified portfolio that includes Private Credit. Visit grayhawkwealth.com to learn more.