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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Wealth Advisory and Investment Management in Charlotte, NC

A Local Team with a National Perspective

Our Charlotte team combines local insight with the full resources of SCS. Clients work closely with advisors who understand the region’s evolving financial landscape, while benefiting from a nationally integrated team of professionals coordinating across wealth advisory, investment management, and family office services.

Charlotte, NC

200 South College Street suite 1520, Charlotte, NC 28202, USA

704-828-7135

A Comprehensive Approach, Built For You

We help families navigate complex wealth decisions, aligning strategy, planning, and purpose over time.

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We pair endowment-style investing with personalized advice—designed to support your long‑term objectives and evolving priorities.

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We provide the infrastructure of a family office—bringing organization, oversight, and peace of mind, so you can focus on what matters most.

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Connect with Our Charlotte Team

Your wealth has the power to transform the future. Discover how our integrated approach to wealth advisory and investment management services can provide the clarity needed for your legacy to endure. Let’s start a conversation about building a foundation for your family to thrive across generations.

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