Kristofer GrayFounder & Principal at Integrity FinancialSpeaker
Profile
Dr. Kristofer Gray, CFP® serves as a Family CFO for entrepreneurs, entertainers and professional athletes. 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, and private placement life insurance contracts. Dr. Gray facilitates educational retreats for family offices with other nationally recognized thought leaders in the areas of generational wealth, family business, succession planning, private equity, and philanthropy.
Educating families and heirs is a hallmark of Dr. Gray’s practice. He earned his doctoral degree in Business Administration from Pepperdine, and has contributed knowledge to his profession through his research. As a Certified Financial Planner®, a Certified 401(k) Professional®, and a Chartered Retirement Plan Specialist®, Kristofer helps accredited investors and entrepreneurs navigate the complexities of alternative investments and creates tailored financial plans on behalf of their families. He earned both his Master’s degree and Bachelor’s degree from the University of Washington, and he serves on the Board of Directors for the Association of Washington Business. Working with Dr. Gray gives you access to a diverse array of alternative investment offerings for accredited investors, as well as access to a network of high-caliber professionals, educators, and trusted advisors for your family.
Agenda Sessions
Governance before structure: The missing link in wealth planning
, 2:00pmView Session