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.
  
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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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Take the Next Step With SCS

Seek More From Your Wealth

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.

For administrative matters, please contact our Executive Assistant at 617.204.6400

Get in Touch

Our Locations

From Boston to Los Angeles, we provide families with both a local presence and a national network.

Boston (Headquarters)

888 Boylston Street
Suite 1010
Boston, MA 02199

Atlanta

3333 Riverwood Pkwy. 

Suite 350 

Atlanta, GA 30339

Charlotte

200 S. College Street 

Suite 1520 

Charlotte, NC 28202

Dallas

3811 Turtle Creek Blvd. 

Suite 1225 

Dallas, TX 75219

Lexington

300 W. Vine Street 

Suite 2200 

Lexington, KY 40507

Los Angeles

1900 Avenue of the Stars 

Suite 2450 

Los Angeles, CA 90067

New York

780 Third Avenue 

Suite 4801 

New York, NY 10017

Portsmouth

145 Maplewood Avenue 

Suite 210 

Portsmouth, NH 03801

Providence

10 Memorial Boulevard 

Suite 1003 

Providence, RI 02903

Tampa

1700 South MacDill Avenue 

Suite 220 

Tampa, FL 33629

West Palm Beach

515 N Flagler Drive 

Suite 550 

West Palm Beach, FL 33401