- Tax PlanningSince our founding we have proudly served individuals and families with significant financial assets, often spread across multiple generations and among varying individual, retirement, trust, and estate planning vehicles. Clients come to Silvercrest seeking a partner in the management and organization of these assets. We have a history of successfully dealing with such issues as diversifying from concentrated stock holdings or privately held assets, investing family foundations and endowments; business succession planning; investing for retirement, and estate and tax planning. How We Serve You
- Estate Taxes
- Tax Services
- Income TaxIn 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.
- Investment ManagementOur 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 ManagementWhether their goal is to construct an equity, fixed income or balanced portfolio, Silvercrest’s portfolio managers help clients define their wealth management objectives and then design a customized portfolio strategy to achieve them. We do not employ a cookie cutter approach. Although each client’s investment plan is customized, Silvercrest’s portfolio managers conduct regular peer reviews of each client’s portfolio to assure that the client is receiving the firm’s best thinking at all times. The fact that many of Silvercrest’s portfolio managers have been working together for more than 10 years results in a dynamic and stimulating professional environment that is fundamental to Silvercrest’s best practice methodology. In effect, each client benefits not just from one portfolio manager but from a team that brings many years of experience to bear on meeting the client’s needs.
- Accounting Services
- Payroll Services
- Financial PlanningTaken 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
- Asset ManagementAt Silvercrest, we value having specific teams to achieve the many different tasks and obligations in asset management firms. This allows our employees to dedicate their time to their primary skill set.