# Fulcrum Family Office

Fulcrum Family Office is a Multi Family Office based in Providenciales, Turks and Caicos Islands.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Providenciales, Turks and Caicos Islands
- **Region:** Caribbean
- **Address:** Providenciales, Turks and Caicos Islands
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** fulcrumfo.com
- **LinkedIn:** https://www.linkedin.com/in/gregory-greatrex-75b857/

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Private Equity
- Real Estate

## Offices

- Canada
- Singapore
- Cayman Islands

## People

- Gregory Greatrex — Principal

## 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.

## Related profiles

- [FSP Ventures](https://altss.com/profile/fsp-ventures)
- [Fulcrum Investing](https://altss.com/profile/fulcrum-investing-kevin-van-eekeren-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

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