Who We Are
- Who We Are
  
  We founded SCS with the idea that families with significant wealth deserve a better type of partner. Today, we continue to push the industry forward and expand what’s possible for those families.
  
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  - Our Team
    Meet the team of over 200 professionals whose deep experience and shared commitment to excellence power everything we do for our clients.
  - Careers
    Where meaningful work, trusted collaboration, and long‑term thinking shape every career—explore opportunities to join SCS today.
  - Locations
    From Boston to Los Angeles, we provide families with both a local presence and a national network.
What We Do
- What We Do
  
  Through wealth advisory, investment management, and family office services, we help clients manage complexity, align their decisions with their purpose and priorities, and steward wealth thoughtfully across generations.
  
  Learn More
Who We Serve
- Who We Serve
  
  SCS was founded for families who think differently about wealth. Driven by purpose, guided by values, and unwilling to settle, we work with independent thinkers who are changing the world with their wealth, one generation at a time.
  
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  - Multi-Generational Families
    We navigate the complexities of multi-generational wealth, bringing clarity and cohesion so your legacy supports harmony for generations.
  - Entrepreneurs & Founders
    For entrepreneurs and founders, wealth is often created in moments of transition. We help you navigate the entire journey of business ownership.
  - Investment General Partners & Professional Investors
    For investment professionals with significant stakes in their own ventures, we deliver integrated planning and oversight to manage concentration, liquidity, and portfolio construction.
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Investment General Partners & Professional Investors

Disciplined Oversight for Complex Portfolios

For investment professionals deeply invested in their own funds and enterprises, wealth brings layers of complexity. We provide the oversight and integrated planning required to manage concentrated exposure, liquidity timing, and portfolio construction—so your approach to your approach to your wealth is carefully choreographed.

Built for Sophisticated Capital

A Strategic Partner for Investment Professionals

General partners and professional investors face challenges that extend beyond traditional wealth management. We specialize in helping you manage your entire balance sheet thoughtfully, while navigating your complex concentration, illiquidity, and timing considerations with clarity and discipline.

Our investment platform applies the philosophy and rigor of endowment-style investing without sacrificing customization. By combining deep experience across public and private markets with objective, open‑architecture advice, we manage your personal capital with the same discipline you apply professionally.

We coordinate investment management, tax planning, estate strategy, and cash‑flow forecasting within a single relationship. This integrated approach provides for proactive, cashflow-based decision‑making across cycles, commitments, and capital calls—reducing friction and uncertainty.

Our platform spans the private markets landscape, supported by longstanding GP relationships and a meaningful presence in the ecosystem. This depth allows us to engage thoughtfully and helps to secure access to oversubscribed funds, direct deals, and the next generation of emerging managers that are often unavailable to individual investors on a direct basis. We leverage our network to source fund and co-investment opportunities that complement your existing strategy and sector exposures.

A Comprehensive Approach, Built For You

Through wealth advisory, investment management, and family office services, we help clients manage complexity, align their decisions with their purpose and priorities, and steward wealth thoughtfully across generations.

Featured Insights & Perspectives

Our investment and wealth specialists share their insights and advice to help you navigate the evolving landscape of family wealth management.

See More Insights

Beyond Estate Planning: Purpose, Planning, and Partnership

Three Financial Lessons from Belle Burden’s Strangers: A Memoir of Marriage

Annual Financial and Estate Planning Checklist

Inside California’s Proposed 5% Billionaire Wealth Tax

From Snow to Sunshine: Navigating a Successful Move to Florida

Take the Next Step With SCS

Every independent thinker needs a team that shares their drive for excellence. Let’s discuss how SCS’s team of professionals can support you in handling the complexity of your life and transforming your wealth into possibility.

Get in Touch

Investment General Partners & Professional Investors

Disciplined Oversight for Complex Portfolios

Built for Sophisticated Capital

A Comprehensive Approach, Built For You

Featured Insights & Perspectives

Beyond Estate Planning: Purpose, Planning, and Partnership

Three Financial Lessons from Belle Burden’s Strangers: A Memoir of Marriage

Annual Financial and Estate Planning Checklist

Inside California’s Proposed 5% Billionaire Wealth Tax

From Snow to Sunshine: Navigating a Successful Move to Florida

Teamwork, Alignment, and Investing at SCS | Capital Allocators Podcast

Navigating Markets Amid Economic Shifts & Technological Transformation

Artificial Intelligence: A Defining Moment for Innovation and Investment

The Hidden Costs of Comfort

Private Markets and the Power of Long-Term Vision

Nicole Jackson Leslie Joins SCS Financial as Head of Wealth Strategy

Two Focus Network Firms to Join SCS Financial, Focus Partners Family Office and OCIO

SCS Financial Appoints Adrienne Penta as National Head of Wealth Management

SCS Financial Appoints Lane MacDonald as Chief Investment Officer

Clare Harker Joins SCS Financial as Managing Director, Private Client Group

Take the Next Step With SCS