Site Logo

Hello, you are using an old browser that's unsafe and no longer supported. Please consider updating your browser to a newer version, or downloading a modern browser.

Skip to main content
Individuals and Families

Private Wealth Management

Analysis & Research Opt-In

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Overview

At Silvercrest, client relationships begin with listening to your unique story.
We seek to gain an intimate understanding of your individual situation to serve you and your family at the highest level. We collaborate with you to identify your goals and determine your risks, in order to craft a bespoke portfolio strategy designed to protect your capital and accomplish your objectives.
Silvercrest is a pioneer in the wealth management industry, setting the highest standards for independent investment advice and related family office services. We are proud to offer our clients a comprehensive and sophisticated investment solution alongside a level of service that is difficult to obtain elsewhere.

Our investment expertise, combined with our insightful wealth planning and exemplary service, provides an extraordinarily thoughtful and comprehensive private investment management experience. Clients choose Silvercrest for our integrity, consistency, and proven record of success.

Services for Individuals & Families

Wealth Management

Our client-first focus drives our success.

At Silvercrest, portfolio managers work with clients to define long-term wealth management goals and create customised portfolios to achieve them. We reject a one-size-fits-all approach, so each portfolio is tailored to the client’s specific needs. We regularly conduct peer reviews to ensure each portfolio reflects the firm’s best thinking on markets, asset allocation, and strategy selection.

As a large boutique, we have the scale to attract talented professionals and the culture to provide personalised service, delivering expert advice directly to each client. Many of our portfolio managers have worked together for over a decade, which supports a collaborative environment and improves the quality of service clients receive.

We are committed to providing objective advice, and we believe we will succeed or fail based on the integrity and quality of that guidance.

Investments

One of our primary objectives is to pursue strong investment results by combining core proprietary investment capabilities with carefully selected outsourced managers. We manage these capabilities with attention to risk and tax efficiency across market cycles. Our proprietary strategies and outsourced managers are quality-oriented, valuation-sensitive, and disciplined, with proven investment processes in place. We are also cost-aware, and we customise each portfolio to be as streamlined and cost-effective as possible.

Together with our financial planning and consolidated investment reporting, these capabilities help clients pursue their long-term financial objectives.

Learn More about Our Investment Strategies

Proprietary Equity & Fixed Income Capabilities

U.S. Value Equity U.S. Growth Equity International Equity Fixed Income
U.S. Small Cap Value U.S. Small Cap Growth Core International Intermediate Municipal
U.S. Small Cap Concentrated U.S. Small Cap Opportunity Focused International Value 20 Municipal Value
U.S. SMID Cap Value U.S. Focused Opportunity Focused International Value 40 Core Intermediate
U.S. Multi Cap Value U.S. SMID Cap Growth Focused Global Value 20 Municipal Environmental Impact
U.S. Large Cap Value U.S. Multi Cap Growth Focused Global Value 40
U.S. Equity Income U.S. Large Cap Growth Focused International Small Cap
U.S. Focused Value Focused Emerging Markets
Energy Infrastructure Global Value Opportunity
U.S. REIT International Value Opportunity
Close

Your Values Matter at Silvercrest

Each client’s distinctive values and objectives matter to us. With over two decades of experience and significant resources in place, your Silvercrest portfolio managers are prepared to implement a customized investment plan tailored to achieve your financial objectives while expressing the environmental, social and governance values important to you.

A proliferation of novel terms clouds what has been a part of Silvercrest’s investment capabilities since its founding in 2002. Whether you choose to call it Socially Responsible Investing, Mission-Aligned Investing, ESG, or Impact, Silvercrest stands ready with robust Values-Based investment options.

Silvercrest’s Values-Based Investment Committee has carefully crafted opportunities ranging from negatively screening out undesired securities to selecting high-quality proprietary and best-in-class external managers and funds that highlight and support the values that matter most to you. Importantly, these sophisticated capabilities exist across all areas of the firm, being available to individuals & families, institutional equity clients and endowments & foundations. Please speak with your Silvercrest portfolio manager if you are interested in potentially updating your investment plan to better reflect the values that matter most to you.

 

Our Dedicated Committee

Silvercrest Values-Based Investment Committee

Committee Chairs Portfolio Management & Manager Research Equity Research Fixed Income Research Relationship Management
Judy B. Morrill Carter V. Whisnand Alexander I. Waldorf, CFA Patrick A. Bittner, CFA Ronald E. Dornau
Elinor Ouyang, CFA, FRM Carolin M. Newland, CFA
Marcus Viscichini
Ian W. Smith
Close

Family Office Services

Beyond investment management, our Family Office Services team offers solutions tailored to each family. These include coordinated estate and wealth planning, financial planning, consolidated reporting, and personal accounting. With our team handling the details, clients can focus on what matters most to them. Our goal is to provide a comprehensive wealth management service built on professionalism, integrity, and efficiency.

Financial Planning

Working alongside the investment management process, our team of financial planning specialists analyses each family’s circumstances and helps them plan for the long term. This includes cash flow planning and coordinating estate and wealth planning with the family’s legal and tax advisers.

Wealth Reporting

We give each family a complete view of its balance sheet. Our reports consolidate cash flow and expense reporting with portfolio and asset allocation reporting.

Administrative Services

We take on the burden of managing day-to-day personal financial activity, including accounting, bill paying, cash management, budgeting, record keeping, and financial statement reporting.

Family Business Advisory Services

The Family Business Advisory Group provides Silvercrest with the in-house corporate finance and related services capability to help family business owners navigate the complex and often sensitive issues associated with strategic initiatives, liquidity events and ensuring the family business legacy. Family businesses are often a family’s largest asset, as well as the most important contributor to their wealth creation. For family business owners, many of the most pressing concerns focus on either corporate finance transactions or business succession planning/stewardship. Through 17-plus years of working with family businesses of all sizes and across a wide array of industries, our Family Business Advisory Group has had the opportunity to work with over 600 family business situations regarding the corporate advisory capabilities outlined below. In working with family businesses, Silvercrest is committed to providing a long-term trusted advisor relationship with the family and the business.

Business Advisory Services

Corporate Finance Advisory

Many liquidity alternatives are available to family business owners and their companies, including deploying cash flow, leveraging the balance sheet, and selling equity. In a liquidity event, your Family Business Advisor can help a family business identify and select the appropriate investment bank or boutique advisory firm to assist with the transaction and help ensure a successful outcome.

Access to Capital

Additional capital may be required to fund growth or defend a family company’s market position. By analyzing the stage of growth and size of the company, your Family Business Advisor can help determine the appropriate financing strategy and the optimal blend of debt and equity capital to finance growth and help achieve the family business owner’s objectives.

Succession Planning

In order to promote the family business legacy, it is vital that the family business owner has a succession plan in place. Thoughtful leadership and ownership succession planning promotes a smooth transition, ensuring stability and continuity. It is a critical investment in the future success of any family business.

0
Clients
0
Clients per Employee
0 %
Client Retention Rate
Speak with
our expert.

Allen J. Laufer, CPA

Managing Director, Head of Family Office Group LEARN MORE

Allen J. Laufer, CPA

Managing Director, Head of Family Office Group
LEARN MORE
Featured Insights
VIEW ALL CASE STUDIES
Chip Kelleher / July 30, 2025

Family Leadership: Moving Beyond Management to Legacy

Leadership cannot be outsourced; it must come from within the family. Wealth is more than a balance sheet—it is a story, a responsibility, and a legacy. For families who have…
Scott Brown, Jr. / July 30, 2025

Is My Portfolio For Sale? Understanding Broker Transitions

Recently, I met with two prospective clients who shared the same reason for looking for a new wealth manager. Both had received calls from their existing brokerage house advisors explaining…
Robert R. Teeter / December 31, 2025

Evaluating Valuation: Historical Context & Modern Factors

The common expression, “valuation is a terrible timing tool,” is a great way to describe how valuation metrics are informative but not predictive. Valuation metrics like the Price/Earnings (“P/E”) ratio…

Contact Silvercrest

If you would like to learn more about how we can best serve you, please reach out or stop by one of our offices and visit us.

Get in Touch