Silvercrest

Silvercrest Asset Management Group is a fee-only registered investment advisor founded over two decades ago, managing $37.0 billion in assets under management as of December 31, 2025. The firm operates eight offices across the United States and maintains a 98% client retention rate, which it cites as a marker of relationship quality rather than product lock-in. Its structure is built around dedicated practice areas rather than a generalist model, with separate teams covering portfolio management, family office services, fixed income, equity management, outsourced investments, and an OCIO function for endowments and foundations.

For families and principals evaluating an advisory relationship, Silvercrest addresses several recurring challenges:

• Concentrated stock positions and privately held asset diversification
• Business succession and estate planning coordination
• Customized OCIO mandates for family foundations and endowments
• Proprietary long-only equity strategies spanning small-cap through large-cap value and growth, plus international value
• A dedicated Family Office Group led by a Managing Director with a CPA background, supported by family office associates

The firm serves individuals and families with significant financial assets, institutional investors, and endowments and foundations. Its Family Office Services department operates as a distinct team within the broader organization, which gives family office clients access to tax management, operations, and portfolio management resources under one relationship. Silvercrest is not a technology vendor and does not offer a standalone software product. Families seeking a purely advisory relationship with integrated family office administrative support will find a match here, but those looking for self-directed tools, a technology platform, or international custody arrangements outside the US will need to source those separately. Pricing is not publicly disclosed.

• Discretionary portfolio management for high-net-worth individuals and families
• Outsourced CIO services for family offices, endowments, and foundations
• Concentrated stock position diversification and transition management
• Estate, tax, and business succession planning coordination
• Fixed income and equity strategy management
• Family office administrative and operational support

• Proprietary long-only equity strategies (small-cap, large-cap value, growth, international value)
• Dedicated Family Office Services team
• OCIO mandate customization for nonprofits and family offices
• Tax management with CPA-credentialed staff
• Investment Policy and Strategy Group
• Manager research and outsourced investment research functions
• Portfolio analytics capability
• Fixed income management team
• Multi-office client service model across eight US locations

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, CIO / Investment Office.

Dedicated portfolio manager and client associate relationships across eight US office locations.