What We Do
We provide families with personalized advisory services and connections for lasting success and inspiration. Through experienced leadership, exceptional service, and transparency, we help clients achieve their goals while prioritizing their comfort.
Core Services
Family Office
Steel Grove Family Office offers exceptional, comprehensive wealth management to a select group of entrepreneurial families. As the primary advisor, we coordinate with clients’ CPAs, attorneys, bankers, and other service providers, serving as the central point of contact for all financial matters.
Wealth
Steel Grove Wealth provides tailored investment management, aligning with each client’s goals and risk tolerance. We optimize portfolios through top-tier public and private managers, focusing on proven performance, after-tax returns, and tax-advantaged strategies.
Asset Management
Steel Grove Asset Management uses proprietary strategies developed by our experienced team to build globally focused portfolios with consistent growth, high returns, and strong competitive barriers. We prioritize risk management through continuous evaluation and rebalancing, focusing on long-term success driven by fundamental analysis to uncover risks and opportunities.
Strategy
Steel Grove Strategy offers a comprehensive suite of services beyond investment, connecting clients with experts in education, strategic planning, executive coaching, philanthropy, and lifestyle, health, and well-being, enhancing their overall quality of life.
Who We Serve
First-Generational Entrepreneur
- Family-owned private company.
- Completed an IPO.
- Grew to Fortune 100 Company.
- Planning for the next generation.
PE-Backed Entrepreneur
- Owns and operates several businesses.
- Plans to sell a business.
- Needs tax and estate planning, investment, and philanthropy advice.
Multi-Gen Business Owner
- Family-owned business that became a global brand.
- Family experienced multiple liquidity events.
- Third- and fourth-generation shareholders.
Technology Entrepreneur
- Built and sold technology company that aggregates consumers and contractors.
- Took time off to spend with family.
- Planning to build next company.
Private Equity Partner
- Created wealth by running private equity firm.
- Multiple GP carried interest and in need of consolidated reporting.
- Unique risk and asset allocation needs.
Institutions and Foundations
- An organization focused on preserving capital and generating cash flow to support its mission.
- Work with investment team to define solutions to meet objectives and construct an Investment Policy Statement (IPS).
- Fiduciary partnership for investment strategy, portfolio implementation, and a regular communication rhythm.
