Lanphier Record Group: Family Conversations Before Financial Strategies
When families in Ballantyne talk about legacy, the best meetings often start around a table, not a ticker. The Lanphier Record Group in Charlotte builds its practice around that idea. Growth matters, but preparation matters more. The work is about creating intentional plans, encouraging open conversation, and helping the next generation feel ready for what they will one day lead.
“The most successful outcomes come from not just growing wealth, but preparing the next generation to manage it wisely. That requires sound planning and open communication.” — Greg Record
Their core values are simple and lived: excellence, care, trust, dedication, teamwork. Backed by Merrill Lynch’s research and resources, the team specializes in being present through good markets and tough ones, translating complexity into choices that align with a family’s values and long-term goals.
A Quick Word From Our Community Partner
Mercedes-Benz of South Charlotte (MBSC) believes luxury is a level of care. Learn why the region’s volume leader focuses on service, loyalty, and community stewardship in our profiles:
- Mercedes-Benz of South Charlotte: Luxury Car Dealer in NC
- Mercedes-Benz of South Charlotte: Luxury Sales Leader With a Community Engine
Who You’ll Meet
Greg Record leads with personal attention and long-term partnership. Charlotte has been home since 2010, where he and his wife, Emma, are raising two young boys. Away from the office, Greg is an emerging golfer who still claims to be a better fisherman, and a regular at family dinners with friends, new restaurants, and trips that recharge perspective.
What clients notice most is the sincerity. The conversations are about what matters, not just what performs. The objective is confidence and clarity that everyone in the family understands.
How The Work Happens
Facilitated conversations. Topics that usually get postponed are brought forward, with a focus on values, time horizon, risk, and how to prepare heirs.
Plain-English decisions. Complex choices become understandable options.
Customization. Merrill Lynch capabilities are tailored to fit each client’s goals.
Consistency. Plans evolve as life changes.
Community Roots
Greg grew up in Charlottesville and studied at Roanoke College, where he met Emma. A family small-business story shaped his view of money and community. His father taught that “money moves in circles between you and the community you serve,” an idea that continues to guide his work in Charlotte. Greg has served as President of Rocky River Trout Unlimited, Chair of Ballantyne Relay for Life, Chair of the Charlotte Chapter of the Roanoke College Alumni Association, and Pineville’s Representative for the Arts and Science Council.
How To Reach The Team
Phone: (704) 777-4027 and (704) 341-5108
Email: grecord1@gmail.com and Gregory.Record@ML.com
Addresses:
• 13510 Ballantyne Corporate Pl., Ste. 200, Charlotte, NC 28277
• 250 Hargett Ct, Charlotte, NC 28211
Social: GRec2010 and LinkedIn
Planning note: we’re gathering photos for this feature. Have a great shot with the team from a community event or family milestone? Send it to us.
Share your photos and stories: ballantyne@strollmag.com. Everyone has a story worth sharing.
Why This Matters In Ballantyne
Families here build companies, volunteer in schools, and give quietly. The practical question is how to pass on assets and judgment. The Lanphier Record Group focuses on both. A plan that the entire family understands is worth more than a binder on a shelf.
Keep Strolling With Us
Browse the latest:
Events • Hospitality • People • Pets • Politics • Real Estate • Ballantyne
Learn more about us and the rules of the stroll:
About Us • Privacy Policy • Contact Us • Terms of Service
About the Author
Nell Thomas files from a corner table with a reliable notebook and a cup of drip from Einstein Bros. Bagels in Ballantyne, because good interviews start after the first sip. If you see Nell, say hi and recommend a bagel or breakfast sandwich to pair with that coffee. Nell’s work also runs at The Charlotte Mercury, and Strolling Ballantyne is part of The Mercury network at cltmercury.com.
While you’re here, wander the site: neighborhood spotlights, partner profiles, and civic explainers live beside pet photos and weekend guides. Start with our categories above, then browse the front page at strollingballantyne.com and subscribe to the newsletter here.
Creative Commons License
© 2025 Strolling Ballantyne / The Charlotte Mercury
This article, “Lanphier Record Group: Family-First Wealth Planning in Charlotte,” by Nell Thomas is licensed under CC BY-ND 4.0.
“Lanphier Record Group: Family-First Wealth Planning in Charlotte”
by Nell Thomas, Strolling Ballantyne (CC BY-ND 4.0)
The Funny Little Footer You Didn’t Ask For
You made it to the end, which means you either love good planning or you’re procrastinating on your own. Either way, we’re grateful you’re strolling with us. Keep sending tips, photos, and neighborhood lore to ballantyne@strollmag.com. We’ll bring the coffee.