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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Contact

Kyle Tracey, CFP®

Managing Director

Private Client Group

Providence, RI

As a Managing Director in the Private Client Group, Kyle works with clients and their advisory teams to provide comprehensive financial services to solve for the unique objectives of each client.

“I enjoy helping clients navigate complex challenges by turning thoughtful plans into practical solutions.” He is driven by providing clients with peace of mind through careful collaboration and execution, while also serving as a trusted resource for the next generation as they build financial literacy and confidence.

Experience

20+ years of Financial Planning experience
Ballentine Partners, Financial Planner

Education & Credentials

B.A., Brown University
CERTIFIED FINANCIAL PLANNER® (CFP)

Beyond SCS

Kyle lives in Cumberland, RI with his wife and kids and is usually found coaching or cheering on one of the sports teams of his four children. He is a member of the Boston Estate Planning Council and the Estate Planning Council of Rhode Island, and is an alumnus of the Boston Foundation’s Professional Advisors Network.

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Kyle Tracey, CFP®

Experience

Education & Credentials

Beyond SCS

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