Who We Are
The Partnership You Deserve
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.
Our mission is to transform wealth into possibility, building foundations for families to thrive.
Our Guiding Principles
We set the bar, then raise it.
“Good enough” is never actually good enough. We are relentless in our pursuit to deliver work that’s both exceptional and efficient, holding ourselves accountable to standards that push our industry forward while getting things done right and fast.
Challenge everything, build for tomorrow.
We thrive on change and actively seek new ways to solve old problems, expanding our knowledge and skills because we know that “how it’s always been done” is rarely how it should be done.
Be the same person in every room.
We do the right thing when no one’s watching, speak about colleagues the same way whether they’re present or absent, and maintain an independent approach that puts our clients’ interests first.
Everyone plays, everyone coaches.
Success isn’t individual. It’s about leveraging diverse perspectives across all departments and levels, respecting the skills we all contribute, creating space for every voice, and celebrating each other’s successes while supporting each other through challenges.
Love the ride while racing to win.
We’re builders and problem-solvers who are intellectually curious and relentlessly driven, but we know that sustainable excellence comes from enjoying the journey as much as it does from pursuing the destination.
Built on a Foundation of Trust
SCS was founded in 2002 to solve a specific problem: families with significant wealth were often forced to choose between the investment access of a large institution and the personalized care of a boutique family office. We built a firm that we believe can offer both. For nearly 25 years, we have operated with the sole mandate of pursuing investments and outcomes that are in our clients’ best interests, all with a transparent fee structure to match.
SCS at a Glance
$60B
In Assets
95%
Senior Employee Retention Rate
3:1
Client to Employee Ratio
11
Offices Nationwide
Comprehensive Expertise for Complex Lives
Extensively resourced behind the scenes and managed through one relationship, our services are designed to be seamless while providing the complete infrastructure to manage complex family wealth.
We guide families through the complexities of significant wealth, facilitating the vital conversations on governance, values, and engagement that ensure your wealth remains purpose-driven and your family harmonious.
Built for long-term performance potential, we combine client-aligned advice with access to innovative alternative investments and private market opportunities.
Comprehensive, ready-made infrastructure that handles the sophisticated administration and financial logistics of your daily life, allowing you to reclaim your time.
Serving the World’s Most Ambitious Wealth Creators and Independent Thinkers
We are proud to partner with a diverse client base of industry leaders and exceptional families seeking to translate their wealth into even greater purpose.
Our comprehensive suite of services is designed to manage wealth across generations, ensuring both financial continuity and the preservation of family values.
For those at the threshold of a significant liquidity event, we provide the clarity needed to navigate a new landscape of wealth, transforming complexity into a defined strategy for your next chapter.
Our deep understanding of the private investment lifecycle makes us a preferred family office partner for many professional investors who are deeply invested in their own funds and enterprises.
More About SCS
Our People
Meet the talented team of over 200 professionals who power our firm with their deep expertise.
Careers at SCS
Join our collaborative team of professionals dedicated to solving the complex challenges of the world’s most ambitious families.
Locations
From Boston to Los Angeles, we provide families with both a local presence and national network.