Family Office Services
Bringing Order to the Complexities of Wealth
We provide the comprehensive infrastructure of a family office, so you can reclaim your time and energy while we handle the details.
As an integrated family office, we provide the infrastructure required to manage your family enterprise with precision, while your team focuses on handling your specific needs.
We serve as the primary coordinator for your family wealth, replacing a fragmented network of vendors with a single, synchronized team. This centralizes communication and reduces the risk of important details being overlooked.
Our ultimate metric of success is your freedom. By handling the "how" of your daily financial life, we give you the time to focus on what matters most to you.
SCS’s tech-enabled platform, operating model, and robust reporting capabilities allow our team to remain focused on you and your priorities.
Protecting your information is a core responsibility of our firm. SCS maintains a comprehensive cybersecurity and internal control framework designed to safeguard confidential client data and support the integrity of your financial information.
From administrative and operational tasks to the day‑to‑day details that keep your financial life running smoothly, we help handle the work behind the scenes. No task is too small or too complex. Our goal is simple, to help ensure important details are not overlooked.
Tailored Solutions for a Complex Life
Family Balance Sheet
Managing significant wealth means keeping track of a complex web of assets, liabilities, entities, and relationships. SCS builds and maintains a holistic balance sheet that captures the full scope of your wealth and uses it as the foundation for the planning decisions we make together. This gives your family a shared understanding of where you stand today and what's possible for the future.
Consolidated Reporting & Analysis
We provide a unified view of your finances through comprehensive reporting. From cash and liquidity management to investment performance, we transform complex data into clear, actionable insights, providing transparency across your family’s balance sheet so you can understand, visualize, and assess your finances.
Cashflow Planning
We utilize custom reports to help you visualize, understand, and act upon your entire financial picture. Our sophisticated cashflow modeling enables us to test gifting, spending, and tax scenarios against evolving market conditions. This real-time visibility provides the clarity necessary to make informed decisions about major purchases or transitions with confidence.
Bill Pay
We handle the day-to-day financial obligations of your household and family entities, through our team of experienced, dedicated bookkeepers. While you retain visibility and overall control, we proactively manage the details, granting you time to focus on the bigger picture.
Outside Advisor Oversight
From tax and estate counsel to private aviation and insurance, we act as a single point of oversight and coordination, assessing and managing these partnerships to ensure that your complete team, including accountants, attorneys, and other advisors, functions as a unified force dedicated to your long-term goals.
Lifestyle Management
As an integrated family office, pairing your financial strategy with curated lifestyle services and professionals can assist in achieving good health and sophisticated living – all while supporting your pursuit of meaning and joy. From global security to health care and wellness, we partner with a curated collection of third-party resources so that you can benefit from exclusive pricing, offers, and preferred services.
Certain services may be provided for an additional fee and are not included in the investment management fee.
Any such fees are disclosed and agreed upon in advance. Please refer to our Form ADV for additional information.
Building a private family office from the ground up requires significant time and capital. SCS provides this comprehensive infrastructure as a bespoke solution, offering immediate access to the administrative efficiency of a professionalized multi-family office model.
We leverage a sophisticated, tech-enabled platform to connect data and insights from across investments and wealth planning. This scaled model provides a depth of reporting and analysis and a 360-degree view for your dedicated SCS team.
We serve as your family’s advocate and lead orchestrator. By coordinating key aspects of your financial life, we strive to ensure that your accountants, attorneys, and specialized providers function work collectively to advance your family's specific vision.
Single family offices often rely on a few key individuals, creating significant "personnel risk." SCS provides a professionalized and cost-effective alternative. Our team-based approach and robust operational infrastructure ensure that your family’s administrative systems remain resilient across generations.
“At SCS, wealth is never the goal—it’s the tool. We take the time to understand what truly matters to our clients and how they want their wealth to support their family and their values. From there, we build an integrated financial, tax, and investment strategy designed around those priorities, and we handle the ongoing execution so clients can stay focused on what matters most.”
Managing Director
Private Client Group
Frequently Asked Questions
Absolutely. We often act as the “back office” for families with existing family office staff—typically assistants or estate managers—by filling capability and access gaps and providing professional tools, reporting, and oversight where needed.
Serving as your family office means we act as the central point of coordination for key aspects of your financial life. We handle the day-to-day complexities, from bill pay and liquidity management to vetting third-party providers, with the discretion and expertise your family deserves. Our role is to help ensure that your entire professional team is synchronized, allowing you to lead your family enterprise without being bogged down by its administration.
We act as your family’s strategic advocate, utilizing our deep expertise and rigorous due diligence to vet and oversee coordination among your entire circle of professional partners. We lead a unified communication framework helping your attorneys, accountants, and lifestyle services work together more effectively. By serving as the single point of oversight, we help to ensure every partner is held to our standard of excellence and that their collective work is synchronized with your family’s long-term vision.
A Better Wealth Plan Starts Here
Your wealth has the power to transform the future. Discover how our integrated approach to wealth advisory services can provide the clarity needed for your legacy to endure. Start a conversation about building a foundation for your family to thrive across generations.
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Investing involves risk, including the potential loss of principal. Alternative investments involve additional risks and may not be suitable for all investors. There is no guarantee that any investment strategy will achieve its stated objectives.
