At SCS, we understand that your wealth impacts every aspect of your life. For this reason, we offer a portfolio of services that address your full scope of needs in both investing and daily living.
Our team takes the time to fully understand your needs, challenges, and goals so that they can proactively customize an approach based on your unique situation. In addition, our team encourages consistent communication every step of the way.
We also conduct quarterly meetings to review our recommendations as they relate to all financial aspects of your life.
Wealth Management and Investment Services
Strategic Financial Planning
Public Equity and Bond Manager Selection
Alternative Manager Selection (private equity and debt, venture capital, real estate, hedge funds)
Single Stock Risk Management
Portfolio Risk Management
Asset Protection and Insurance
Strategic Trust and Estate Planning
Strategic Income Tax Planning
Counsel on Development of Philanthropic Strategies
Execution of Purchase/Sale of Major Assets (e.g., homes, planes, etc.)
A Negotiator on Current Business Enterprises
Institutional Interface for Philanthropic Gifts
Assist with “Household Infrastructure”
Identify, Screen and Select Professionals to Meet Business and Personal Requirements