We build the operating system around the family office.
Governance frameworks, decision rights, and execution systems, so complex wealth runs with clarity and accountability, and only the right things reach the principal.
Schedule a private conversationWe work with single family offices between $200M and $2B who've outgrown informal management.
Operational infrastructure
Why Hollis & Grey exists
The complexity didn't leave. The people who absorbed it did.
Hollis & Grey exists to rebuild the operating layer you used to have, this time written down so it doesn't depend on anyone's memory. Not to advise you on what to do differently.
Built by operators. Fee-for-service. No AUM. No conflict.
See how this worksPeople who build serious wealth are exceptionally good at something. What they're rarely told is that the operation running around them was doing more work than anyone noticed.
You had people who knew the vendors, the history, the way you liked things done. None of it was written down, because it didn't need to be. Then the company sold, or you stepped back, and all of that walked out with it.
Most advisors aren't built to solve this. The investments are managed. The legal and tax work is covered. But the office itself, the coordination, the decision-making, the execution of what actually needs to get done, runs on relationships, memory, and the principal's attention.
That's not a system. That's exposure.
Scott Grubb, principal
I've sat on every side of the table.
Inside a multi-family office, advising families through liquidity events. Inside companies, as the operator under pressure.
The context changes. The problems don't. Complex operations, high stakes, compressed timelines, and no margin for drift is the only kind of work I've ever done.
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UHNWfamilies advised
Through major liquidity events inside a multi-family office, across investments, estate planning, and tax. I saw what happens when a family office runs on relationships and trust instead of systems and clear ownership. I also saw what it looks like when it runs well.
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20 yearsoperating
Companies under pressure. Bootstrapped, raised capital, scaled teams, navigated private equity.
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16 → 60team, as COO
Through a private equity acquisition, with no HR infrastructure and no playbook.
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30 daysfrom zero
A high-volume COVID testing operation, launched from scratch while the federal government commandeered millions in lab equipment mid-operation.
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7 figuresARR, bootstrapped
A SaaS company built to seven-figure annual revenue without outside capital.
Not an asset manager. An operator.
In their words
Family office principal
Scott has the uncanny ability to take large, complex challenges and distill them down to bite-size actionable steps, all while getting buy-in from all levels of the team. The frameworks and systems he's put in place have had immense and immediate value.
Family office principal
It is all about the people, but how do you actually get the right people in the right roles, doing things that give them energy that move your business forward? I've not seen anybody else as good as Scott at making that happen.
Family office principal
Scott was able to come in and quickly make a big impact and plot a path forward. He has an excellent sense of accountability and is very results-oriented.
Founder
Scott is an incredible listener and a master at extracting the information required to make a decision or formulate a plan. He really is an operational and management genius.
Founder
Scott has helped rewire how I look at my business. He has an incredible ability to step into any situation, simplify complexity, and create a clear, actionable path forward.
Founder
He's brilliant at taking complex ideas and distilling them into actionable tasks. His operational skills are legendary and his willingness to help others is boundless.
Where to begin
When you're ready, the next step is to talk privately.
Schedule a private conversationOr ask your advisor to introduce you directly.
What happens on the call
- You share where things stand.
- I walk you through how we work.
- We both know quickly whether there's a fit.