We are, at our core, problem solvers. A family owned and operated business, we founded Bone + Gray as a coordination hub between the private family trustee and the many third-party professionals that assist in the successful administration of a trust and estate.

We are proactive, organized, and adept at the mechanics of estates, trusts, real property, and finance. We save you billable hours and frustration by uncovering blockers, resolving questions, and doing the leg work that gets decisions made and matters organized.

We collaborate regularly with known leaders in finance, law, and accounting. We broaden our professional networks and gain new insights into markets and trends through the attendance of relevant industry events, conferences, and think tanks. We also complete executive education courses annually through Harvard University and MIT because we know their quality is unmatched, and we deliver that quality to you in every interaction.

Bone + Gray has been privileged to work alongside a number of firms, big and small. We have partnered with the likes of Procopio, Cushman & Wakefield, Duane Morris, DLA Piper, and many more to ensure the success and satisfaction of our mutual clientele.