Wealth Optimization Consulting™ Authority

Cologne (PRWEB) February 18, 2006 -- Michael Gassner of Islamic Finance.de Consultancy has tapped Lisa Gray, president and CEO of USA-based graymatter STRATEGIES LLC to lead a conference session and a full day workshop on family office-related topics for the 2nd Islamic Wealth Management Conference in Geneva, Switzerland, 28 and 29 March, 2006. Ms. Gray’s proprietary Wealth Optimization Consulting™ concept facilitates the view of wealth as an asset by which to enhance a family’s innate human and intellectual capital, identifying a path for Islamic families to use their wealth for the benefit of family members and society as a whole. This view is contrary to the predominant world view of the accumulation of wealth as an end unto itself.

Ms. Gray works with family offices and their advisors to meet the goals and objectives unique to each family by identifying the influence of each family’s inherent dynamics and generational perspectives on wealth management decisions. The concept is outlined in her book, The New Family Office: Innovative Strategies for Consulting to the Affluent (Euromoney Books, 2004). She recently developed a proprietary set of matrices designed to be an aid in identifying these influences and using them to develop appropriate, strategic, goal-based allocations balanced with philanthropic interests.

Through her firm, Ms. Gray emphasizes the importance of ongoing investor and advisor education in her work and is a sought-after resource for the family office and financial services industries on family office-related matters. She is a frequent author on family office and wealth management topics and is a panelist, speaker, and media resource as well as a consultant.