Silvercrest Asset Management (SAMG)

Its core business is discretionary and advisory asset management. Silvercrest builds and manages portfolios that can include equities, fixed income and cash, while also advising on alternative investments such as hedge funds, private equity, real estate and commodities where appropriate for a client’s objectives and risk profile. The firm’s investment approach is designed for clients with complex balance sheets, multi-generational planning needs and a preference for tailored mandates rather than standardised products.

In addition to portfolio management, Silvercrest provides family office and administrative services. These can include consolidated reporting, tax-related coordination, bill payment support, estate and trust planning assistance, and oversight of outside advisers. For wealthy families, these services are often as important as investment performance because they help organise financial affairs across entities, generations and asset classes.

The company earns revenue from managed accounts, proprietary and sponsored funds, tax and family office services, and fund administration. Managed accounts represent the largest source of revenue, reflecting the firm’s emphasis on direct client mandates. Silvercrest operates in a competitive industry that includes banks, registered investment advisers and multi-family offices, but its distinctive profile is its focus on high-touch service for affluent families and institutions seeking independent advice and broad financial coordination.