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Dr. Kristofer Gray

Private Wealth Management, Family CFO
Bellevue, Washington, United States
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Dr. Kristofer Gray

Private Wealth Management, Family CFO
Bellevue, Washington, United States
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Kristofer Gray, a Certified Financial Planner® and Chartered Retirement Plan Specialist® with a Master’s degree and Bachelor’s degree from the University of Washington, has made a name for himself as a Family CFO for entrepreneurs, entertainers, and professional athletes. With his years of experience in private equity and alternative investments, family wealth and estate planning, family LLC planning, family foundations, trust structures, GRATs, and private placement life insurance contracts, Kristofer helps his clients navigate the complexities of wealth and succession planning. Kristofer is also currently pursuing a doctoral degree at Pepperdine's Graziado Business School, where he is exposed to the latest developments in the industry.

Kristofer has served in various positions throughout his career before joining Integrity Financial Corporation as Principal, including as Founding Partner, Family CFO at Living Well Family Office, International Banking Specialist at Chase, Micro-Finance Intern at World Concern, and Assistant to Investment Advisor at KMS Financial Services. He also serves on the Board of Directors for the Association of Washington Business.

Kristofer is known for his ability to create tailored financial plans for families and facilitate educational retreats for family offices with other nationally recognized speakers and thought leaders in the areas of wealth, family, and health. He has written and presented on the topics of generational wealth, family business, succession planning, private equity, and philanthropy at conferences.

This public profile is provided courtesy of Clay. All information found here is in the public domain.