1 / Tax & Financial Planning Services
Our objective is to maximize after-tax family wealth. Working alongside the investment management process, our in-house team of tax and financial planning specialists seeks to provide innovative solutions through careful analysis, including payment planning and tracking.
2 / Wealth Reporting
Provide a holistic view of a family's entire balance sheet, with cash flow and expense reporting, consolidated with portfolio and asset allocation reports.
3 / Administrative Services
Alleviate burdens of managing day-to-day personal financial activites including accounting, bill paying, cash management, budgeting, record keeping and financial statement reporting.
1 / 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.
2 / 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.
3 / 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.
1 / Hear Your Story
Each conversation begins with us listening. We seek to have an intimate understanding of your situation to serve you and your family at the highest level.
2 / Identify Your Goals
Working together with you, we learn your individual goals, both investment-related and personal.
3 / Determine Your Risks
To design the appropriate portfolio for your needs, we design an asset allocation presentation, identifying areas of risk. With this information, we then select the most suitable investments for you.
4 / Protect your Capital
Providing risk management, high-quality investments and protecting your capital are our entire focus. Your manager will be by your side for all that comes.
Richard R. Hough III
At Silvercrest, we’ve built a team of talented financial service advisors who provide unwavering service to our clients according to their goals. We do this because we are different from the cookie-cutter firms that cram the marketplace with generic investment advice. We listen, we ask questions, and once we know exactly what you want, we apply our deep financial expertise to help you meet those goals.Meet our Team