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Who We Serve

Individuals & Families

We're here to serve you.

Email us at info@silvercrestgroup.com or call (212) 649-0600 to learn more.

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 customized portfolios to achieve them. We reject a one-size-fits-all approach, ensuring each portfolio is tailored to the client’s specific needs. We regularly conduct peer reviews to ensure that 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 top talent and the culture to provide personalized service, delivering expert advice directly to each client. Many of our portfolio managers have worked together for over a decade, fostering a collaborative environment that enhances the quality of service clients receive.

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

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.

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. Large Cap Value U.S. Small Cap Growth Core International Intermediate Municipal
U.S. Small Cap Value U.S. Small Cap Opportunity International Multi Cap Value Municipal Value
U.S. Small Cap Value Concentrated U.S. Focused Opportunity Global Value Core Government/Credit
U.S. Equity Income U.S. SMID Cap Growth Emerging Markets ADR Core Intermediate
U.S. Multi Cap Value U.S. Multi Cap Growth Focused International Value Municipal Environmental Impact
U.S. SMID Cap Value U.S. Large Cap Growth International Small Cap Value
U.S. Focused Value
Energy Infrastructure
U.S. REIT
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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.

 

Our Dedicated Committee

Silvercrest Values-Based Investment Committee

Committee Chairs Portfolio Management & Manager Research Equity Research Fixed Income Research Relationship Management
Albert S. Messina Jennifer M. Baker Jeff Nevins, CFA Patrick A. Bittner, CFA Christopher G. Long
Elinor Ouyang, CFA, FRM Carolin M. Newland, CFA Alexander I. Waldorf, CFA
Judy B. Morrill
Ian W. Smith
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Family Office Services

Beyond traditional investment management, Silvercrest’s Family Office Services 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.

Tax & Financial Planning

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.

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.

Administrative Services

Alleviate burdens of managing day-to-day personal financial activities 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.

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Speak with
our expert.

Seán O’Dowd, CFA

Managing Director, Family Business Advisory LEARN MORE

Seán O’Dowd, CFA

Managing Director, Family Business Advisory
LEARN MORE
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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.

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