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.
Insights

Contact

Investor Login

Investor Login

Contact

Brett Murdock, CFP®

Director

Private Client Group

Boston, MA

As a Director in the Private Client Group, Brett works with clients to develop comprehensive investment, wealth management, and cash flow strategies that address their current needs while supporting their long-term goals.

“I enjoy helping individuals and families design thoughtful financial plans and navigate the many moving pieces that come with them.” He is committed to providing clients with the information and guidance they need to make confident, informed decisions. By building a strong foundation of trust and demonstrating a clear understanding of their wealth, Brett enables clients to focus on the parts of life that matter most to them.

Experience

15+ years experience advising ultra-high-net-worth families
Eaton Vance on the exchange funds team

Education & Credentials

B.S. in Accounting, Bentley University
CERTIFIED FINANCIAL PLANNER® (CFP)

Beyond SCS

Brett lives with his wife, daughter, and son and enjoys family time, golfing, and traveling.

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