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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What We Do

A Comprehensive Approach, Built For You

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.

Bringing Clarity to Complex Financial Lives

Our goal is for our clients to gain clarity and peace of mind across every aspect of their financial lives. We bring together sophisticated investment management with holistic wealth advisory and the care of a family office. We bring structure to complexity, help you protect family harmony, and support confident, long‑term decision‑making.

Our Services

Wealth Advisory

We help families navigate complex wealth decisions, aligning strategy, planning, and purpose over time.

Investment Management

We strive to deliver institutional‑quality investment management paired with personalized advice—designed to support your long‑term objectives and evolving priorities.

Family Office Services

We provide the infrastructure of a family office—bringing organization, oversight, and peace of mind, so you can focus on what matters most.

Take the Next Step With SCS

Every independent thinker needs a team that shares their drive for excellence. Let’s discuss how SCS’s team of professionals can support you in handling the complexity of your life and transforming your wealth into possibility.

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