SCS Financial

Overview

Founded in 2002, SCS serves retail investors, including multi-generational families, entrepreneurs and founders, investment general partners, and professional investors.³¹⁴ The firm says it was created for families seeking institutional investment access with boutique family-office care.³ SCS is headquartered in Boston and lists offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, New York, Portsmouth, Providence, Tampa, and West Palm Beach.⁷⁸ The firm says it has more than 200 professionals.⁹

History

Tony Abbiati and Peter Mattoon co-founded SCS in 2002.⁵⁶ Mattoon served as CEO until 2018 and remains Executive Chairman.⁶ Abbiati is Founder & CEO and is responsible for firm management, vision, and strategy.⁵

Timeline

1. 2002Founded in 2002, SCS serves retail investors, including multi-generational families, entrepreneurs and founders, investment general partners, and professional investors.
2. 2018Mattoon served as CEO until 2018 and remains Executive Chairman.

Leadership

- Tony Abbiati, Founder & CEO.⁵ - Peter Mattoon, Founder & Executive Chairman.⁶

Services

SCS describes its principal offerings as Wealth Advisory, Investment Management, and Family Office Services.⁷ Financial planning includes wealth management strategy, income and cash-flow planning, tax planning, and philanthropic strategy.¹ Portfolio services include investment-objective and risk-tolerance analysis, asset-allocation planning, investment-policy development, implementation, administration, monitoring, and reporting.¹ The firm may provide discretionary or non-discretionary portfolio services.¹ SCS performs due diligence on traditional, hedge, and alternative fund managers.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments

Client focus

SCS describes its client segments as multi-generational families, entrepreneurs and founders, investment general partners, and professional investors.⁴

Investment philosophy and approach

SCS says its investment-management approach pairs endowment-style investing with personalized advice.⁷ The firm’s mission centers on helping families use their wealth to create possibilities and build lasting foundations.³ The firm lists Excellence, Innovation, Integrity, Teamwork, and Drive as guiding principles.³

FAQs

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  Profiles of Ballentine Partners, Daintree Advisors LLC, and Diversified Financial Management give readers additional firms to review on the site. Comparing their stated services and client focus with SCS Capital Management LLC can help a family or business owner organize questions about planning, investments, administration, and family office support.

Sources

1. SEC Form CRS, accessed/as of March 31, 2026:
2. SCS Form ADV Part 2A Brochure, accessed/as of February 28, 2025:
3. SCS Who We Are, accessed/as of 2026:
4. SCS Who We Serve, accessed/as of 2026:
5. SCS Tony Abbiati, accessed/as of 2026:
6. SCS Peter Mattoon, accessed/as of 2026:
7. SCS Boston, accessed/as of 2026:
8. SCS Contact, accessed/as of 2026:
9. SCS Team, accessed/as of 2026:

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.