Meeting Your Needs, Completely
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
- Asset Allocation
- Public Equity and Bond Manager Selection
- Alternative Manager Selection (private equity and debt, venture capital, real estate, hedge funds)
- Portfolio Construction
- Single Stock Risk Management
- Portfolio Risk Management
- Asset Protection and Insurance
- Family Office and Wealth/Investment Education
- 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