Wealth Management

Silvercrest’s portfolio managers help clients define their long-term wealth management objectives and then design a customized portfolio to achieve them. While client portfolios are customized and do not employ a cookie-cutter approach, each portfolio is reviewed to ensure it appropriately represents the firm’s current best thinking regarding economic and market outlook, asset allocation and manager/strategy inclusion.

Each client is served by a dedicated primary, experienced portfolio manager with support from a deep bench of seasoned portfolio manager colleagues; the Silvercrest Investment Policy & Strategy Group; a deeply resourced manager selection, operational due diligence and risk analytics team; and, internal equity research, fixed income research and trading teams.

Investments

One of Silvercrest’s primary objectives is to deliver excellent investment results by offering a combination of core proprietary investment capabilities complemented by “best-in-class” outsourced capabilities. Silvercrest’s investment capabilities have performed well through past market cycles with appropriate levels of risk and tax efficiency. Our proprietary investment capabilities and outsourced managers are quality-oriented, valuation-sensitive, and highly disciplined with proven investment processes in place. We are also cost-aware, determined to customize a portfolio solution that is as streamlined and cost-effective as possible.

Taken together—and combined with our financial planning, tax expertise and industry-leading consolidated investment reporting—we believe our capabilities offer the right combination of ingredients to help our clients successfully achieve their long-term financial objectives.

Your Values Matter at Silvercrest

Each client’s distinctive values and objectives matter to us. With 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 twenty years ago. 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.

Family Office Services

In addition to traditional investment portfolio management, Silvercrest’s Family Office Services group is designed to provide a wide range of solutions tailored to the needs of each client. Its capabilities include coordinated estate and wealth planning, financial and income tax planning, consolidated reporting and personal accounting solutions. Utilizing the Family Office Services team allows our clients to focus on what is truly important to them. At Silvercrest, it is our goal to provide clients with a comprehensive wealth management platform at the highest levels of professionalism, integrity, and efficiency.

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.

Case Studies