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.
Meet the team of over 200 professionals whose deep experience and shared commitment to excellence power everything we do for our clients.
Where meaningful work, trusted collaboration, and long‑term thinking shape every career—explore opportunities to join SCS today.
From Boston to Los Angeles, we provide families with both a local presence and a national network.
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.
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.
We navigate the complexities of multi-generational wealth, bringing clarity and cohesion so your legacy supports harmony for generations.
For entrepreneurs and founders, wealth is often created in moments of transition. We help you navigate the entire journey of business ownership.
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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