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Steel Grove is a leading independent, privately-owned financial services firm led by former Goldman Sachs executives, offering family office, investment management, asset management and strategy services to individuals and institutions.

Welcome to Steel Grove

At Steel Grove, our investment process is pragmatic, objective, and straightforward. It is a refreshing approach to the typical Wall Street firms. We spend as much time as it takes to educate our clients on the art of reconciling potential returns with possible risks. Through education and earnest conversation, we strive to help clients realize their desired objectives without compromising their comfort level.

Our Purpose

Our purpose is to deliver peace of mind through extraordinary services and experiences for extraordinary individuals, families, and institutions.

We Are

We are an investment-led multi-family office, committed to understanding what matters to each of our clients and delivering the sophisticated investment experience their families need.

We Serve

We serve a unique collection of entrepreneurial families and institutions.

We Believe

We believe that generational family wealth is complex, nuanced, and personal. No two families are the same, no two generations are the same, and a lot of the differences pivot on their relationship to money and wealth.

At Steel Grove, our purpose is to deliver peace of mind through extraordinary services and experiences for extraordinary individuals, families and institutions.

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.

Our Values

Expert watchmaker assembles watch.


We pursue exceptionality through disciplined, incremental excellence that results in extraordinary outcomes.

Guiding Principles:

  • We believe that intense focus on incremental improvement leads to exceptional outcomes.
  • We communicate, assess, and measure exceptional outcomes with our team and stakeholders.
  • Our culture drives our approach to providing extraordinary experiences.
  • Coaches whistle with blue cord lays on grass.


    We adhere to a disciplined process to create accountability in all we do.

    Guiding Principles:

  • We are committed to a proven business operating system with daily accountability.
  • We run an institutional investment management process with real-time accountability.
  • We are accountable to our clients.
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    We partner with our clients and stakeholders through common alignment of interests.

    Guiding Principles:

  • Employees and founders are investors alongside our clients.
  • Employees, founders, and clients share the same economic terms with managers.
  • The success of employees and founders aligns with our clients’ success.
  • Pod of orca whales swims just below the ocean surface.


    We develop meaningful relationships and curate strong associations with our clients and stakeholders.

    Guiding Principles:

  • We curate unique relationships.
  • We are committed to providing a forum for the dynamic exchange of ideas.
  • We are committed to serving as a catalyst for the tangible and intangible benefits of association.
  • Stamper sits on top of a legal document on a wooden desk.


    We express our authenticity through genuine and transparent dialogue with our clients and stakeholders.

    Guiding Principles:

  • We build on our history of trust and integrity.
  • We cultivate and maintain deep, multi-generational relationships.
  • We behave with empathy and emotional intelligence.
  • Ready to learn more?