A collaborative approach. Effective outcomes. Private Wealth Management

Every family has different priorities, values and challenges. At The Greenly Group, we understand that your family is unique, and requires advice that is tailored to your exact needs and the goals that matter most. We follow a thoughtful and highly customized planning process that reflects the complexity of your wealth, your current priorities and those long-term goals that one day will impact future generations.

Our Private Wealth Management practice works with multigenerational families, entrepreneurs, and their family offices, anticipating needs and striving to exceed expectations. We provide a boutique-like experience, using a collaborative team approach with our highly responsive client service and concierge team to meet your needs. Our experience enables us to confidently deliver a wide range of financial solutions with transparency, detail and efficient execution, while also educating the next generation to help carry on the success of your family. We believe lasting relationships are fortified by open communication, teamwork, the ability to deliver the right resources and our commitment to creating effective outcomes on your behalf.

The Greenly Group


phone

215-496-2006
215-496-2051



phone

855-222-9317





address

1735 Market Street
35th Floor
Philadelphia, PA 19103



 


“We understand that finances are only a part of what matters most to many of our families. That's why we help them build a dynamic plan that can evolve with their changing lives - for generations to come.  Their plan can provide the confidence and freedom to pursue their passions to make a difference.”

— Michael Greenly


Michael Greenly has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, Pennsylvania, 2019 – 2020

Personalized access and solutions

Multigenerational families

We work with exceptional families to build strategies that serve current generations and are flexible enough for the needs of future generations.

Strategic Wealth Assessment (SWA) - Overview

Turning Success into a Family Tradtition

An overview on family business transition

Designing an effective family meeting

Entrepreneurs

Whether we’re helping to develop tax-efficient strategies for exiting a business, reducing estate tax exposure, or transitioning wealth to future generations, we focus on the full cycle of business needs.

Preparing for a strategic exit: Your guide to unlocking a lifetime of work

Business owners are different-Intellectual Capital Blog

Financial planning for business owners comtemplating a liquidity event

Divorce and the family business

Family offices

Coordinating with your family office, we can help bridge the generations within a family and deliver a planning structure that is focused on preserving wealth, seizing opportunity and creating continuity.

Family Office Compass

Family offices: an overview

Planning with family business entities

Corporate executives

We understand the important role that executive compensation plans play into overall wealth strategy. This is especially true for senior executives who have more complex financial circumstances and rewards.

The ins and outs of stock options and equity compensation

Planning for the sale of a corporation: A focus on income taxes

UBS Institutional Consulting


Understanding everyone needs an evolving plan

We’ll work with you to build a life plan that evolves with your needs and helps you navigate the intersection of family, business, finance and legacy.

When it comes to managing wealth, we realize that each of our clients may be at different stages in life, so we work creatively to address your current personal and business needs and build a comprehensive plan for the future.

Liquidity. Longevity. Legacy. Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.


Philanthropic and estate planning. We can help with protecting your assets, reducing estate tax exposure, transitioning wealth to future generations and pursuing philanthropic endeavors.

Family governance and multigenerational strategies. A family governance system helps you navigate the intersection of family, business, finance and legacy continuity.

Personalized service that fits your family, business and passion

Accessing the deep resources of UBS and our extensive external network, rely on us to be proactive and attentive to detail, always offering the highest level of personalized service.

We provide seamless integration across all aspects of your financial world while making sure we coordinate with your other external advisors to provide efficient communication and a unified team.

Family office structure. For many clients, we serve as a virtual family office that supports them, their families and heirs in fulfilling their philanthropic, estate planning, wealth transfer and financial concierge needs.

Personal attention. You can count on prompt attention, regular communication, and relevant insights and information. We have a comprehensive range of services and solutions to help you meet your goals.

A network of professionals. We have built an extensive network of investment, tax and estate planning specialists who complement and deepen the advice we offer.




Insights

Creating your legacy

Creating a legacy that lasts

Planning for the future

Keeping the aging brain young