Grayson founded Vie International Financial Services Ltd in 2003, aiming to cater to US and international clients on their cross border estate and wealth planning needs. Now, as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Trust and Estate Practitioner (TEP), he specialises in giving guidance to ultra-high net-worth international families and their professional advisors on estate/inheritance tax planning.
With significant experience securing large blocks of US life insurance for both US and non US clients globally, using offshore Private Placement Life Insurance and Annuity products, and advising those planning on moving to the US or UK, Grayson has spent his career leading the firm and building its unique position in the international marketplace.
Grayson is an Investment Advisor Representative (IAR) registered with the SEC, a FINRA securities registered representative and licensed insurance agent. He is also a qualified financial advisor in the UK holding the Diploma in Regulated Financial Planning [DipPFS].
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and person on the UK’s Financial Services Register.
Securities and investment advisory services offered through M Holdings Securities Inc, a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
Licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882 Producer CA Insurance License #0E98792
Vie International is independently owned and operated.