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Fulcrum Family Office
Fulcrum Family Office was established in 2016. Gregory Greatrex serves as principal. The firm operates as a multi-family office providing services to multiple...
Fulcrum Family Office
Fulcrum Family Office was established in 2016. Gregory Greatrex serves as principal. The firm operates as a multi-family office providing services to multiple families and their trusts. It focuses on private equity and real estate. The firm assists with property purchases in the Turks and Caicos Islands and supports residency applications. Geographies include the Caribbean and North America. Clients access a network of partners for legal, tax and investment matters. The firm maintains the Fulcrum Foundation. Cara Samples serves as CFO of the related Fulcrum Wealth Management Group and chairs the Oregon Investment Council. Kent M. Swig sits on the board of the FORE Institute.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
Caribbean
Country
Turks and Caicos Islands
City
Providenciales
Corporate office
Providenciales, Turks and Caicos Islands
Additional offices
Canada · Singapore · Cayman Islands
Principals
Gregory Greatrex
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Fulcrum Family Office?
Gregory Greatrex serves as principal. Investment decisions draw on an external network of partners for private equity and real estate.
Does Fulcrum Family Office participate in fund commitments or only direct deals?
The firm engages in private equity and real estate transactions. Specific fund commitments are not publicly detailed.
What investment stages does Fulcrum Family Office typically target?
The firm targets real estate acquisitions and private equity opportunities. Stage preferences are not specified in available sources.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed.
Does Fulcrum Family Office maintain philanthropic structures?
The firm maintains the Fulcrum Foundation as a philanthropic vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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