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.
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Kristen Caseley

Director, Private Client Group

Private Client Group

Portsmouth, NH

As a Director in the Private Client Group, Kristen partners with ultra-high-net-worth individuals and families to develop and implement customized wealth strategies tailored to each family’s unique intentions, values, and circumstances. She specializes in taking a comprehensive approach, integrating investment management with tax planning, estate planning, and wealth transfer strategies to help clients make informed decisions and maximize the impact of their wealth.

Kristen is motivated through collaboration with clients, strategic partners and colleagues. She believes the best wealth strategies are built through strong relationships and a deep understanding of each family’s individual needs.

Experience

15+ years serving high-net-worth and ultra-high-net-worth families
Senior Vice President of Wealth Strategies at Altium Wealth
Wealth Advisor at Via Global Advisors
Wealth Advisor at Lake Street Advisors

Education & Credentials

Bachelor of Science in Business Administration with Concentrations in Finance and Sociology from Bryant University

Beyond SCS

Kristen lives in Maine with her fiancé and four children. She enjoys traveling and playing tennis.

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