Where Great Wealth Serves Great Purpose
For families seeking more from their wealth, SCS handles the complexity behind the scenes, so you can focus on what matters most.
Transforming Wealth
into Possibility
A Trusted Partner for Every Aspect of Your Life
SCS was founded with a single purpose: to ensure every decision begins and ends with our clients’ best interests. We serve a select group of exceptional families, bridging the gap between investment access and the dedicated care of a family office. Together, our services help families bring structure and purpose to their wealth, while granting them time and peace of mind.
SCS at a Glance
2002
Year Founded
$60B
In Assets
500+
Client Families
98%
Client Retention Rate
The SCS Difference
Purpose-Aligned Wealth
Wealth is a vehicle for vision and purpose. We help families articulate their shared values and align their plans accordingly, creating clarity, cohesion, and a legacy that resonates across generations.
A Singular Focus
Serving approximately 500 families with an average client size of $100M*, we specialize in the unique complexities that come with significant, multi-generational wealth, delivering comprehensive integrated services through one relationship.
*Average client size as of December 31, 2025
Innovative Private Market Access
Our established reputation and substantial allocation to private markets has often made us a “partner of choice” for managers backing some of the most innovative founders, opening doors to compelling investment opportunities.
Institutional Quality, Boutique Care
With a client-to-employee ratio of less than 3-to-1*, we offer high-touch, personal service, backed by extensive resources. SCS combines what we believe to be the best of family offices–bespoke service–with the institutional approach of sophisticated endowments.
*Client to employee ratio calculated as of December 31, 2025.
How We Serve Our Clients
Guiding exceptional families towards harmony, purpose, and cohesion.
SCS goes beyond managing money to helping families discover their shared purpose, establish effective governance, and prepare the next generation to manage life-changing wealth. We facilitate the difficult conversations, create structures that protect family harmony, and help generations find their own paths while understanding their responsibilities. This approach, combined with our thoughtful guidance in tax, estate planning, and philanthropy, transforms wealth into a strategic tool that helps families thrive.
Combining independent advice with institutional rigor.
At SCS, every recommendation we make is guided by our role as a fiduciary, acting in our clients’ best interests. Our investment platform provides access to smaller, emerging managers that are often unavailable through traditional wealth management channels. Combined with disciplined manager selection across capital markets, this approach reflects our commitment to allocating capital to opportunities we believe are well positioned to support long-term value creation.
All registered investment advisers, like SCS, owe a fiduciary duty to act in their clients' best interest.
Simplifying the complexities of UHNW families.
We offer a comprehensive infrastructure of a family office as a ready-made solution. From consolidated reporting and family balance sheet oversight to cash flow planning, liquidity management, and bill pay, we are able to handle the financial complexity that consumes your time and energy. Our goal is for clients to gain back precious time, and rest assured that an experienced team is proactively managing the details.
Let's Start a Conversation.
You’re already changing the world. For wealth creators and independent thinkers, we invite you to discover how SCS can amplify your impact and transform your wealth into even greater possibility.
Get in Touch