our client archetype

A typical Silvercrest client is one with significant financial assets, often spread across multiple generations and among varying individual, retirement, trust, and estate planning vehicles. They come to Silvercrest seeking a partner in the management of these assets. While the investment guidance is the primary reason they seek our advice - investing for diversification from concentrated stock holdings or liquid privately held assets, investing for retirement, and investing for multiple generations of a family across varied estate planning vehicles – many also look to us for guidance and partnership with their estate, tax and business succession planning needs.

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