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

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Investor Login

Contact

Diogo Pereira

Director

Service & Operations

Boston, MA

As Director on the Client Operations team, Diogo supports client portfolio recordkeeping, data management, performance, and reporting, while also overseeing related technologies and third-party service providers.

Diogo is motivated by continuous growth and the pursuit of operational excellence. Over his tenure at SCS, he has been inspired by working alongside talented colleagues and improving the firm’s operating model. He is driven to create efficiencies that allow the team to focus on high-value analytical work, while delivering accurate, reliable, and timely reporting to clients.

Experience

10+ years of experience at SCS within the Client Operations team
Began career at State Street Wealth Manager Services, supporting back-office operations

Education & Credentials

B.S. in International Business and Spanish, Stonehill College

Beyond SCS

Diogo enjoys playing sports, traveling, and spending time with his family.

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