SCS

SCS is an investment and wealth management firm serving families with significant, often multi-generational wealth. Founded in 2002, the firm combines investment expertise with family-office support, aiming to help clients manage complexity, make purpose-aligned decisions, and steward wealth across generations. SCS reports serving more than 500 client families and managing or advising on $60 billion in assets, based on figures dated December 31, 2025.

Its services span wealth advisory, investment management, and family office services. Wealth advisory includes trust and estate planning, family governance, next-generation education, insurance, and philanthropic guidance. Investment management covers strategic asset allocation, traditional and alternative investments, manager sourcing and research, and risk monitoring. Family office support includes consolidated reporting, balance sheet oversight, cash-flow planning, bill payment, liquidity management, and coordination with outside advisers.

SCS works with multi-generational families, entrepreneurs and founders, and investment professionals. The firm emphasizes fiduciary advice, access to private-market opportunities, and personalized service supported by a national network.