Wealth Advisory
Holistic Advice, Guided by Purpose
We help you navigate the complexities of significant wealth, so that it remains a source of harmony and cohesion.
Wealth is a path towards possibility when families are guided by a clear purpose rooted in their core values. Our wealth planning process begins by uncovering the “why” behind your planning to help ensure key decisions further your family’s vision.
At the start of our relationship, we will work with you to develop robust financial reports to help you visualize, understand, and act upon your entire financial picture. This starting point provides transparency across various entities, owners, beneficiaries, and objectives.
We help families articulate their unique origin stories and shared values to build a unified sense of purpose, establishing a stable foundation for every future financial and investment decision.
Partnership with the next generation is critical to cultivating responsible decision-makers and helping to ensure success in your estate planning. We provide experiential learning opportunities through our next-generation engagement program, Cultivating Capable Kids, which builds financial literacy and the confidence required to navigate the transition of wealth.
By combining services into a single relationship, we are able to approach your wealth plan with a more complete understanding of the strategic picture, replacing fragmented advice with a single, synchronized strategy.
Comprehensive Advice for Managing Complexity
Tax & Estate Planning
We provide a comprehensive review of your estate plan to ensure it aligns with your values and long-term goals, while also being tax-efficient. Through coordination with your external advisors, we simplify the planning process and deliver solutions tailored to your situation—keeping track of key details related to funding and gifting, and helping to ensure your strategy evolves as tax laws change.
Family Governance & Values
Successful wealth planning is about more than tax efficiency. Families who thrive over generations share a sense of purpose. We help families articulate their values and develop both a vision for the future and guiding principles that will preserve intent across generations. SCS has deep expertise facilitating essential family meetings and retreats, and creating frameworks for healthy communication and unified decision-making.
Next Generation Education & Engagement
Managing wealth wisely requires building both financial know-how and confidence from an early age. We work with your family to provide a customized next-gen engagement plan focused on experiential learning opportunities. Our approach to Cultivating Capable Kids supports younger family members as they grow into mature financial decision makers. Our objective is to give the next generation the age-appropriate independence, responsibility, and knowledge they need to successfully manage their roles, both today and in the future.
Insurance Advisory
One of the most critical aspects of your financial wellbeing is the protection of your assets through rigorous liability review. We perform comprehensive assessment and coverage analysis of both life insurance and property and casualty insurance, integrating these protections seamlessly into your broader financial and estate plans. By identifying potential gaps in liability or coverage, we ensure your family’s balance sheet is defended against evolving risks.
Philanthropic Advisory & Administration
We accompany you on every stage of your philanthropic journey, from articulating a core mission to choosing the most impactful giving vehicles. Our team will support you in both planning and communication when the time is right for your giving to transition to holistic family philanthropy—engaging the next generation in meaningful conversations about giving back, both how and why, to ensure a continuous philanthropic legacy.
Fiduciary Selection
SCS guides you through the full evaluation process for selecting the right trustee, executor, or other fiduciary, helping you identify the qualities to prioritize and the right questions to ask. We coordinate with your estate planning attorney and other advisors to ensure that every fiduciary appointment is consistent with your broader plan and that those you've chosen understand their responsibilities.
We are not a generalist firm. Our team is specifically built to handle the extreme financial complexity of UHNW wealth management, providing high-touch service and specialized expertise that we believe cannot be matched by many traditional firms.
With our robust engine of subject matter experts, from tax planning to family dynamics, we offer sophisticated, technical resources delivered with the agility and personal attention of a boutique partner.
We are built for perpetuity, unlike firms driven by short-term quarterly targets or exit strategies. Our strong team member retention rates and robust transition plans are built to serve your family across generations.
One relationship, coordinated perspective. Through our integrated family office approach, we help bring greater alignment across your assets and planning—reducing fragmentation and supporting a more synchronized investment and wealth‑planning strategy.
A Team of Multi-Disciplinary Specialists
“Our approach to wealth strategy integrates purpose-driven planning with long-term partnership, with the goal of helping families manage their wealth with clarity and intention.”
Head of Wealth Strategy
Private Client Group
Frequently Asked Questions
Estate planning often starts with tax efficiency and quickly dives deep into the details – the “how”—the GRATs, SLATs, CLATs, and DAFs. At SCS, we start with what matters most to your family—the “why”—and what you want to achieve before getting to the “how.” We begin by uncovering your family’s core values and long-term vision, then build a bespoke framework for your trust and estate planning in a tax-efficient manner. Finally, as the ink dries on your estate plan, we help you think about an equally important part of the planning process: communication to the next generation, other beneficiaries, and fiduciaries: what to communicate, when, and how.
Not at all. We act as the "general contractor" for your wealth, collaborating closely with your existing advisors. We provide holistic oversight to ensure their individual work is coordinated into a unified wealth management strategy, closing the gaps that often occur when professional advisors work in silos.
We believe that next generation education, engagement, and communication are important for multi-generational families. Our program, Cultivating Capable Kids, is designed to build both financial literacy and confidence. Through experiential learning and age-appropriate responsibility, we help younger family members understand the complexities of wealth, preparing them to be effective decision-makers for the family legacy.
We serve as a dedicated partner in the ongoing management of your family’s wealth. As your wealth grows and your family matures, we can help you establish clear communication and decision-making frameworks. Some families adopt more formal governance structures, like a family council; however, all families should prioritize productive and transparent communication around wealth. Your SCS team can facilitate family meetings, oversee philanthropic governance, or conduct a mission-statement workshop—all to ensure your wealth is a source of harmony rather than conflict. Our goal is to provide the infrastructure and objective counsel necessary to transform your wealth into ever greater possibilities.
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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