I’m Greg Curtis. Nearly a quarter-century ago I founded Greycourt & Co., Inc., a storied wealth management firm that has advised many of the world’s wealthiest and most prominent families. I’m also an author, most recently of the book, The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors. I have also invented a mobile app – Moneybags – to educate people about building the best possible portfolio.
My broad goal is to help you improve your investment and stewardship skills, and to have some fun in the process – let’s face it, too much of the investment process seems like drudgery.
In The Stewardship of Wealth I reveal investment secrets used by the world’s wealthiest families to grow and preserve their wealth across many generations. I hope you will find these investment ideas useful in your own portfolio. In my blog, I create educational and entertaining posts on a wide variety of financial topics. And with the Moneybags app (which you can download for free) I distill the often mind-numbing wealth management strategies described in my book so that they can be implemented in portfolios of almost any size.
I hope you enjoy the site and return to it frequently, as it is updated with new posts and new advice on a regular basis.