Home - Steel Grove

We Are

As a top independent multi-family office, our dedication centers on grasping the unique needs of each client. We craft a refined investment experience tailored to individuals, families, and institutions we serve. Actively investing alongside clients, we align our interests, fostering a collaborative partnership.

We Serve

We serve a unique collection of entrepreneurial individuals, families, and institutions and deliver peace of mind through extraordinary investment services and experiences. Our service provides white-gloved, holistic wealth management that incorporates the entire spectrum of our clients' goals and needs.

We Believe

We believe that generational family wealth is intricate, nuanced, and profoundly personal. Each individual, family, and generation is unique, and distinctions often hinge upon each individual’s story and relationship with money and wealth.

We Are

As a top independent multi-family office, our dedication centers on grasping the unique needs of each client. We craft a refined investment experience tailored to individuals, families, and institutions we serve. Actively investing alongside clients, we align our interests, fostering a collaborative partnership.

We Serve

We serve a unique collection of entrepreneurial individuals, families, and institutions and deliver peace of mind through extraordinary investment services and experiences. Our service provides white-gloved, holistic wealth management that incorporates the entire spectrum of our clients goals and needs.

We Believe

We believe that generational family wealth is intricate, nuanced, and profoundly personal. Each individual, family, and generation is unique, and distinctions often hinge upon each individual’s story and relationship with money and wealth.

100+

Years of combined wealth management experience

$1500MM+

Assets under management

20MM+

Average client account size

50MM+

Average client net worth

WHAT WE DO

STEEL GROVE FAMILY OFFICE

Steel Grove Family Office caters to a select group of entrepreneurial individuals and their families, providing exceptional, comprehensive wealth management services. Our role as the primary advisor involves coordinating seamlessly with clients' CPAs, attorneys, bankers, insurance agents, and other service providers. We serve as the central point of contact for all financial matters in our clients' lives.

STEEL GROVE WEALTH

Steel Grove Wealth offers tailored investment management solutions, employing a proven approach that aligns with each client's goals and risk tolerance. We optimize portfolios through access to top-tier public and private managers via our proprietary network, emphasizing proven past performance. Our strategic focus prioritizes after-tax returns and implements tax-advantaged strategies for our clients.

STEEL GROVE ASSET MANAGEMENT

Steel Grove Asset Management employs proprietary investment strategies crafted by our in-house team, led by senior portfolio managers with decades of experience. Our globally focused team curates portfolios with assets exhibiting consistent growth, high returns on capital, and robust barriers to competition. We prioritize risk management through ongoing asset evaluation and rebalancing. Our dedication to a long-term investment horizon, grounded in fundamental analysis, uncovers overlooked risks and opportunities, forming the cornerstone of our success.

STEEL GROVE STRATEGY

Steel Grove Strategy goes beyond typical investment services, providing a comprehensive suite that transcends financial boundaries. We connect clients with experts in next-gen education, strategic planning, executive coaching, philanthropy, and resources for lifestyle, health, and well-being. This integrated approach is crucial for enhancing our clients' overall life quality.

WHAT WE DO

STEEL GROVE FAMILY OFFICE

Steel Grove Family Office caters to a select group of entrepreneurial individuals and their families, providing exceptional, comprehensive wealth management services. Our role as the primary advisor involves coordinating seamlessly with clients' CPAs, attorneys, bankers, insurance agents, and other service providers. We serve as the central point of contact for all financial matters in our clients' lives.

STEEL GROVE WEALTH

Steel Grove Wealth offers tailored investment management solutions, employing a proven approach that aligns with each client's goals and risk tolerance. We optimize portfolios through access to top-tier public and private managers via our proprietary network, emphasizing proven past performance. Our strategic focus prioritizes after-tax returns and implements tax-advantaged strategies for our clients.

STEEL GROVE ASSET MANAGEMENT

Steel Grove Asset Management employs proprietary investment strategies crafted by our in-house team, led by senior portfolio managers with decades of experience. Our globally focused team curates portfolios with assets exhibiting consistent growth, high returns on capital, and robust barriers to competition. We prioritize risk management through ongoing asset evaluation and rebalancing. Our dedication to a long-term investment horizon, grounded in fundamental analysis, uncovers overlooked risks and opportunities, forming the cornerstone of our success.

STEEL GROVE STRATEGY

Steel Grove Strategy goes beyond typical investment services, providing a comprehensive suite that transcends financial boundaries. We connect clients with experts in next-gen education, strategic planning, executive coaching, philanthropy, and resources for lifestyle, health, and well-being. This integrated approach is crucial for enhancing our clients' overall life quality.

Our promise is to listen to and understand our clients and stakeholders, to deliver what they want and need, and to build and maintain their trust.

Distinct Advantages for Those Selected to Work with Steel Grove

Boutique Service Model
Delivering high-quality service with the customized attention only a boutique firm can provide.
Entrepreneurs Serving Entrepreneurs
We understand the needs of entrepreneurs because we are entrepreneurs.
Investment-Led Organization
Founded by a former Goldman Sachs executive and founder of a mutual fund company, we are investment-led.
Core Values
Every service we provide revolves around Exceptionality, Accountability, Alignment, Association, and Authenticity.
Independence and Alignment
Our founding family and team are invested alongside our clients.
Steel Grove Society
A community of successful people that believe in the power of collaboration.

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