Kristofer Gray
Founder & Principal @Integrity Financial Corporation
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WORK HISTORY
Founder & Principal @Integrity Financial Corporation
Malibu, CA, US
Dr. Kristofer Gray helps business owners, after the sale of their business, to set up and establish their own single-family office and build a tax-optimized planning framework for generational wealth. He is the architect and lead portfolio manager of the Integrity Diversified Private Equity Insurance Dedicated Fund. He earned his doctoral degree in business administration from Pepperdine University in 2021 for his research regarding philanthropic giving through private placement life insurance and dynasty trusts. His research highlighted the significance of integrating asset allocation and asset location planning. Building upon 30 years in financial services, Dr. Gray has developed a deep expertise working with upper quartile private equity managers and real estate professionals, serving UHNW and family offices. Dr. Gray founded Integrity Financial in 2004 as a registered investment advisory practice and serves as Chairman of the Investment Advisory Council, overseeing due diligence and ongoing portfolio construction analysis. He earned both his Master’s degree and Bachelor’s degree from the University of Washington, and he serves on the Board of Directors for the Association of Washington Business.
EDUCATION
University of Washington
MPA, Administration, International Affairs
University of Washington
BA, International Studies, Asian Studies
Pepperdine Graziadio Business School
Doctor of Business Administration, Business
ABOUT KRISTOFER GRAY
Dr. Gray serves UHNW and business owning families by providing tax optimized investment advice and cross generational planning across multiple jurisdictions. After a business liquidity event, Dr. Gray helps families architect their family office while orchestrating a myriad of top calibre professionals with integrated solutions and ongoing outsourced investment guidance and leadership until the family is self-sufficient with internal processes. Utilizing a family office needs assessment and personal balance sheet analysis, Dr. Gray is able to provide recommendations for optimization related to asset allocation, asset location, and asset liquidity across both private and public investment managers. Understanding the tax attributes of different jurisdictions, provides clarity to families and a roadmap for generation to come. The outcome of this planning helps families flourish and live their best lives, knowing that their balance sheet is meticulously organized and managed to produce the long term cash flow for their family, health, and longevity. Dr. Gray educates and supports multiple generations through family office educational events and family summits to build connectivity and empower the rising leaders within the family.
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