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

Greg Bastia

Director

Private Client Group

Providence, RI

As Director in the Private Client Group, Greg works with families and their advisory teams to provide comprehensive wealth management services. He specializes in the execution of estate planning and coordination of family office services.

Greg is motivated by guiding clients to enjoy their wealth with clear, manageable financial planning that makes their goals feel achievable.

Experience

Matheys Lane Capital Management, Chief Compliance Officer
State Street, Vice President

Education & Credentials

B.S. in Accounting, Babson College
Series 65 credential

Beyond SCS

Greg lives in Rhode Island with his wife, two children, and pets. His weekends are spent watching his kids play sports and photographing their games. In his downtime, he enjoys relaxing with family and friends.

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