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

Stephen Carlson, CFA

Managing Director

Investment Group

Boston, MA

As a Director on the Investment Partners team, Stephen works alongside the investment team to bring institutional quality private markets capabilities to advisors and clients beyond the SCS ecosystem, with a focus on education, transparency, and long-term partnership

Stephen is passionate about approaching alternative investments thoughtfully—helping clients understand and access opportunities in a disciplined, responsible way.

Experience

20+ years of wealth and asset management experience
SCS (12 years): Investment and institutional roles, including HF Research Analyst, Portfolio Manager, and founder of the Investment Partners business (2020)
Goldman Sachs: PWM and investment team roles in San Francisco and London, focused on HNW clients and alternative manager due diligence

Education & Credentials

B.A. in Economics and French, Bowdoin College

Beyond SCS

Stephen loves to travel and has visited over 50 countries. He enjoys hiking, cycling, and spending time with his partner, Ashley, and his dog, Ellie

Latest Insights

Beyond Estate Planning: Purpose, Planning, and Partnership

Three Financial Lessons from Belle Burden’s Strangers: A Memoir of Marriage

Annual Financial and Estate Planning Checklist