Kristofer Gray

Kristofer Gray, CFP® helps entrepreneurs and family-owned businesses create a road map for both the qualitative and quantitative aspects of wealth and succession planning. Kristofer facilitates educational retreats for family offices with other nationally recognized speakers and thought leaders in the areas of wealth, family, and health. As a Certified Financial Planner®, a Certified 401(k) Professional®, and a Chartered Retirement Plan Specialist®, Kristofer helps high net worth families evaluate and make tailored financial planning decisions on behalf of their business, which along with real estate, typically represents the majority of the family’s net worth. 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 Kristofer gives you access to an array of the finest quality alternative investment offerings for accredited investors, as well as access to a network of high-caliber professionals, educators, and trusted advisors for your family. Kristofer writes and presents at conferences on the topics of generational wealth, family business, succession planning, private equity, and philanthropy.