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Silvercrest Asset Management Group 
Financial services / Wealth management and investment advisory
🛍️ Products/Services
The Silvercrest Asset Management Group is a wealth management firm that offers a range of investment services and solutions to individuals, families, foundations, and endowments. Some of their main products and services include:
1. Investment Management: Silvercrest offers personalized investment management services that cater to the unique needs and goals of their clients. They use a disciplined approach to create customized investment portfolios, utilizing a mix of asset classes and investment strategies.
2. Financial Planning: The company offers comprehensive financial planning services to help clients achieve their long-term financial goals. This includes retirement planning, tax planning, estate planning, and succession planning.
3. Family Office Services: Silvercrest provides family office services, which are tailored to address the complex financial needs of high-net-worth families. These services include investment management, financial planning, tax planning, and philanthropic advising.
4. Alternative Investments: The firm offers access to alternative investments, such as private equity, real estate, and hedge funds, to qualified clients. This allows clients to diversify their portfolios and potentially achieve higher returns.
5. Retirement Services: Silvercrest offers retirement services, including 401(k) and pension plan consulting for businesses. They help design, implement, and manage retirement plans that align with their clients’ overall financial goals.
6. Institutional Consulting: The company also provides investment consulting services to institutions, such as endowments, foundations, and pensions. They offer investment policy development, asset allocation analysis, manager selection, and performance monitoring.
7. Philanthropy Services: Silvercrest assists individuals and families in creating and implementing philanthropic strategies. They help clients identify charitable causes and organizations that match their values and provide tax-efficient giving options.
8. Wealth Transfer Services: The company offers wealth transfer services to help clients preserve and transfer their wealth to future generations. This includes estate planning, trust administration, and gifting strategies.
9. Separately Managed Accounts: Silvercrest offers separately managed accounts (SMAs), which give clients direct ownership of their assets. SMAs are tailored to the individual needs and preferences of clients and provide a level of customization and control.
10. Risk Management: The company provides risk management services, such as insurance analysis and review, to help clients protect their assets and manage potential risks. They also offer comprehensive insurance solutions to cover different risks, such as personal liability, property damage, and more.
See Company Q&A
1. Investment Management: Silvercrest offers personalized investment management services that cater to the unique needs and goals of their clients. They use a disciplined approach to create customized investment portfolios, utilizing a mix of asset classes and investment strategies.
2. Financial Planning: The company offers comprehensive financial planning services to help clients achieve their long-term financial goals. This includes retirement planning, tax planning, estate planning, and succession planning.
3. Family Office Services: Silvercrest provides family office services, which are tailored to address the complex financial needs of high-net-worth families. These services include investment management, financial planning, tax planning, and philanthropic advising.
4. Alternative Investments: The firm offers access to alternative investments, such as private equity, real estate, and hedge funds, to qualified clients. This allows clients to diversify their portfolios and potentially achieve higher returns.
5. Retirement Services: Silvercrest offers retirement services, including 401(k) and pension plan consulting for businesses. They help design, implement, and manage retirement plans that align with their clients’ overall financial goals.
6. Institutional Consulting: The company also provides investment consulting services to institutions, such as endowments, foundations, and pensions. They offer investment policy development, asset allocation analysis, manager selection, and performance monitoring.
7. Philanthropy Services: Silvercrest assists individuals and families in creating and implementing philanthropic strategies. They help clients identify charitable causes and organizations that match their values and provide tax-efficient giving options.
8. Wealth Transfer Services: The company offers wealth transfer services to help clients preserve and transfer their wealth to future generations. This includes estate planning, trust administration, and gifting strategies.
9. Separately Managed Accounts: Silvercrest offers separately managed accounts (SMAs), which give clients direct ownership of their assets. SMAs are tailored to the individual needs and preferences of clients and provide a level of customization and control.
10. Risk Management: The company provides risk management services, such as insurance analysis and review, to help clients protect their assets and manage potential risks. They also offer comprehensive insurance solutions to cover different risks, such as personal liability, property damage, and more.
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