We provide extraordinary services and experiences for extraordinary families and individuals.
We Are
As a leading independent multi-family office, we tailor investment strategies to the unique needs of individuals, families, and institutions, aligning our interests by investing alongside our clients to foster a collaborative partnership.
We Serve
We serve entrepreneurial individuals, families, and institutions, offering exceptional investment services and holistic wealth management that addresses all of our clients’ goals and needs, providing peace of mind.
We Believe
We recognize that generational family wealth is complex and deeply personal, with each individual, family, and generation having a unique story and relationship with money.
Where modern, enduring strategies ensure generational abundance and growth.
Our client relationships are built on trust, listening, understanding, and consistent delivery.
Why Steel Grove
Boutique Service Model
Delivering high-quality service with the customized attention only a boutique firm can provide.
Core Values
Every service we provide revolves around Exceptionality, Accountability, Alignment, Association, and Authenticity.
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.
Independence and Aligment
Our founding family and team are invested alongside our clients.
Steel Grove Society
A community of extraordinary individuals and families who believe in the power of association.
