Gratus Capital
Gratus Capital is a full-service wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. The firm provides a full suite of financial planning expertise, ranging from investment and tax advice to trust and estate planning, to help individuals, families and institutions realize their highest goals. In 2014, Gratus joined Focus Financial Partners, and in mid‑2024, it announced a merger into Colony/Focus Partners.
ABOUT GRATUS CAPITAL
Gratus Capital provides multi-family office institutional services services for high-net-worth families, foundations and endowments, and institutions.
The firm provides customized, hands-on financial advice and tailored investment advisory, financial planning, and other wealth management services.
The firm specializes in tailored wealth management, integrating financial planning, tax and estate strategy, business‑owner guidance, and credit/cash management.
FOCUS AREAS
Comprehensive Wealth Management.
Gratus specializes in delivering holistic, personalized advisory services to high net worth individuals and their families.
Custom Investment Management.
Gratus constructs tailored investment portfolios with attention to client-specific goals, risk tolerance, and tax profile.
Retirement and Employer-Sponsored Plans.
Gratus advises corporate retirement plans, such as 401(k)s, pension funds, and endowments.
Access to Alternatives and Hedge Funds.
In 2024, Gratus partnered with iCapital to expand their platform to include hedge fund strategies, private equity and private credit, and other alternative investments.
The firm works with entrepreneurs and business owners, providing exit strategy planning, pre-liquidity diversification, and business succession.