RAYLIGN
A Catalyst for Generational Well-Being
FOUNDERS LETTER | 2005
March, 31st, 2005
Dear Friends,
After considerable soul searching over the past few years, I’ve come to recognize my good fortune; I grew up in a close-knit family that instilled a clear set of values, savor time with my own family, enjoy long-standing friendships, and have a unique vantage point from which to witness the inner workings of the investment and advisory services businesses.
Yet, it is difficult to find discreet, empathetic help managing the mosaic of human and financial complexities that confronts our lives. The challenge lies in identifying unfiltered perspectives that are objective and sound rather than commercially motivated. The matter becomes further complicated as we encounter the next half century. The future convergence of personal, social and financial dynamics will require each of us to reconsider our priorities and risk tolerances.
Digging deeper into understanding my own priorities, I became determined to create something new; for myself, my family and those who want to sort through the mixed signals. It seemed like a good time to stand things on their head a bit. I set out to create a business that emphasizes objectivity, broad-based planning, aligned incentives, appropriate fees and risk-based investment considerations, where intra-family relationships supersede every financial decision. RayLign was conceived to benefit families who choose to safely negotiate the big bends in the road — the ones that really matter — and avoid fixating solely on the financial speedometer.
I think you’ll find that my capabilities and fresh approach to facilitating effective family decisions make a real difference — with real results.
Gregory T. Rogers
Founder & President
A little background history.
Your life circumstances prompt many questions: How will affluence affect our kids, our grandkids? How do we deal with conflict across the generations and among beneficiaries? How do we organize the family resources to overcome difficult times? How do we utilize and arrange our employees and advisors to make effective decisions? How do we steer clear of the pitfalls other families have encountered? While the questions are numerous, your objective is clear: you want to perpetuate your family’s well-being.
Don’t worry about sounding professional. Sound like you. There are over 1.5 billion websites out there, but your story is what’s going to separate this one from the rest. If you read the words back and don’t hear your own voice in your head, that’s a good sign you still have more work to do.
