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who we partner with - accredited investors

Wealth Management Built for Complexity — And Private Markets Discipline Built on Conviction, Not Volume.

As an accredited investor, your financial life demands more than a model portfolio. You need coordinated advice across your investments, tax strategy, estate plan, and insurance coverage. And when it comes to private markets, you need a team that doesn’t just open doors — we decide which doors are worth walking through. We maintain research coverage on 50 high-conviction private companies, and the opportunities we bring to clients reflect our own analysis, our own selectivity, and our own willingness to stake our name on the recommendation.
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who we partner with - high net worth families

Designed for Accredited Investors Who...

Have built meaningful wealth and want a financial strategy that reflects the full scope of opportunities available to them

Have been investing primarily in public markets and are ready to explore private companies, pre-IPO opportunities, or alternative investments

Need comprehensive wealth management across investments, tax, estate, and insurance — not just an allocation to alternatives

Expect their advisor to have conviction behind every recommendation and the research to back it up

the decisions in front of you

You Have Access. What You Need Is Direction.

Your income or net worth puts you in a category that unlocks an entirely different investment universe. But qualifying and knowing what to do with that status are two different things. What opportunities actually deserve your attention? How do you evaluate them? And who do you trust to help you sort signal from noise?

The Access Exists. The Clarity Doesn't.

Venture capital, pre-IPO rounds, private equity — you’ve seen the headlines and the returns. But the access points aren’t obvious, the business models are buried, and the due diligence required to separate real opportunity from marketing is more than most investors can do alone.

You Don't Just Need an Investment Advisor. You Need a Quarterback.

Your financial life spans investments, tax strategy, insurance, estate documents, and maybe a business or rental portfolio. But nobody is coordinating all of it. You want one team that sees the full picture — someone who manages your wealth the way a family office would, without the seven-figure overhead of building one yourself.

You've Been Offered Deals Before. You Weren't Sure Who Was Behind Them.

Maybe a broker called with a “can’t miss” opportunity. Maybe a fund landed in your inbox with impressive projections and vague details. You’ve seen enough to know that access without due diligence is just exposure to risk. You want a team that does the work before anything reaches your desk.

Your Tax Strategy and Estate Plan Haven't Kept Up With Your Wealth.

Your income and net worth have grown — but the estate documents in your attorney’s drawer and the tax approach you’ve been running on autopilot were designed for a simpler financial life. You need proactive coordination between your investments, your tax position, and your legacy plan before the next filing deadline, not after it.

Your Wealth Was Built Differently. Your Advisor Should Respect That.

You didn’t get here through a tech IPO or a family trust. You built this through career discipline, smart decisions, and consistency over decades. You want an advisor who understands that your path to accredited status matters — and who builds a strategy around your actual life, not a stereotype.

How We help

Private Market Access

As an accredited investor, you qualify for opportunities most portfolios    never include — private equity, venture-backed companies, pre-IPO positions, and alternative strategies that don’t trade on public exchanges. We help you evaluate, access, and integrate private market opportunities into your broader wealth plan with the research and due diligence you’d expect from an institutional partner.

TSG Invest Private Funds

For accredited investors who want structured exposure to private markets, TSG Invest Private Funds provide access through a professionally managed vehicle — with clear documentation, defined terms, and alignment of interest between you and us. Every holding in the fund is sourced from our Venture 50, a proprietary research platform covering 50 high-conviction private companies profiled in depth and updated continuously. This isn’t a fund built on volume. It’s built on selective conviction backed by research we stake our name on.

Estate & Legacy Coordination

As your wealth grows, your estate plan needs to keep pace. We work alongside your attorney and CPA to review trust structures, beneficiary designations, gifting strategies, and legacy plans — making sure your documents reflect your current financial reality, not the version from five years ago.

Tax-Aware Portfolio Strategy

Every investment decision we make accounts for your tax position. From asset location across taxable, tax-deferred, and tax-free accounts to Roth conversion timing and capital gains management — we build portfolios designed to minimize what you owe and maximize what you keep.

Financial Planning & Cash Flow Coordination

We map out your full income and expense picture so that every financial commitment — whether it’s a private investment, a real estate decision, or a major purchase — is made with a clear understanding of your liquidity, your obligations, and your long-term plan. No surprises.

Comprehensive Wealth Management

Access to private markets is only as valuable as the plan it sits inside. We take a family office approach to managing your full financial picture — investments, retirement planning, insurance, cash flow, and coordination across every account, entity, and advisor in your life. You get the depth and attention of a dedicated wealth team without the overhead of building one from scratch.

Why Accredited Investors Trust Us

Built for Every Path to Accredited Status

You don’t need a tech IPO or a family trust to deserve institutional-quality advice. Whether you built your wealth through a career in public service, medicine, law, education, or decades of disciplined saving — you’ve earned access to this level of partnership and we respect how you got here.

Education Before Allocation

We don’t just invest. We understand and explain the thesis. Every opportunity is presented with full transparency into the thesis, the risk, and how it fits your financial plan. You decide when — and if — you’re ready to act.

Proprietary Research You Won’t Find Elsewhere

Our Venture 50 platform delivers institutional-depth analysis on 50 high-conviction private companies — researched, profiled, and maintained by our team. This isn’t aggregated data from a third party. It’s our own work, and it’s the foundation of every private market recommendation we make.

One Team. Full Picture.

Most firms manage a portfolio. We manage your financial life — investments, tax strategy, retirement plan, estate documents, insurance coverage, and cash flow coordination. Every piece is connected because one team oversees all of it.

Multi-Entity Firm. Single Point of Coordination

Our firm spans a registered investment advisor, a broker-dealer, an insurance practice, and fund management. That means we can execute across capabilities that most advisory firms have to outsource — and you deal with one team instead of four.

Fiduciary Standard

Our wealth management practice is required to act in your best interest. When we recommend an investment — public or private — it's because we believe it belongs in your portfolio based on your goals, your risk profile, and your full financial picture.

FREquently asked questions

What is a family office, and do I need one?

A family office is a dedicated team — or firm — that manages all financial affairs for a high-net-worth family: investments, tax strategy, estate planning, insurance, philanthropy, bill pay, and sometimes lifestyle management. A full single-family office typically requires $50 million or more in assets to justify the overhead of an in-house staff. Most families don’t need to build one from scratch. What they need is the coordination, oversight, and proactive planning that a family office provides — without the cost. At TSG Invest, we deliver a family office-level approach to wealth management through our Private Wealth program: one team coordinating across your investments, estate documents, tax strategy, insurance, and philanthropic goals, working alongside your existing professionals or connecting you with ours.

At minimum, every three to five years — or whenever there’s a major life event such as a birth, death, marriage, divorce, significant change in net worth, or a move to a different state. Changes in federal or state tax law can also make an existing estate plan inefficient or outdated. The most common issue we see is families whose trusts, beneficiary designations, and gifting strategies were drafted for a financial picture that no longer exists. We proactively flag when your estate documents may need attention and coordinate the review with your attorney so your plan always reflects your current wealth, your current wishes, and the current tax landscape.

It starts much earlier than most families expect — and it goes beyond legal structures. Trusts and beneficiary designations protect assets, but they don’t teach financial responsibility, decision-making, or stewardship. We help families build governance frameworks, introduce next-generation members to financial concepts at age-appropriate levels, and create intentional opportunities for conversations about values, giving, and long-term thinking. For families with significant wealth, we also help structure trusts with incentive provisions — milestones tied to education, career, or community involvement — that encourage responsibility without being punitive. The goal isn’t control. It’s preparation.

It depends on the asset you’re giving and your overall tax picture. Donating highly appreciated stock directly to a donor-advised fund or charitable remainder trust can eliminate the capital gains tax on those shares while generating a meaningful income tax deduction. For families considering larger or ongoing gifts, a private foundation or charitable lead trust may offer more control and multi-generational impact. The right structure depends on the size of the gift, your income, your estate plan, and your philanthropic timeline. We model the options based on your specific situation and coordinate with your CPA and estate attorney to find the vehicle that maximizes both the impact of your generosity and the efficiency of your tax position.

Absolutely Your attorney and CPA know your history, and we have no interest in replacing relationships that are working. We sit at the center and coordinate across your full advisory team so that your investment strategy, tax plan, estate documents, and insurance coverage all point in the same direction. We communicate directly with your professionals, flag issues proactively, and make sure recommendations from one advisor don’t create unintended consequences with another. If you don’t currently have an attorney or CPA you trust, we can connect you with professionals we work with regularly.

A financial advisor typically manages an investment portfolio. A wealth manager for high-net-worth families coordinates across the entire financial picture — investments, estate planning, tax strategy, insurance, philanthropic planning, and multi-generational wealth transfer. The distinction matters because at a certain level of wealth, a portfolio is just one piece of a much larger puzzle. If your advisor isn’t asking about your trusts, your tax exposure, your insurance coverage, and your family’s long-term goals — they’re only managing a fraction of what actually matters. At TSG Invest, wealth management means one team overseeing all of it.

A traditional single-family office typically requires $50 million or more in investable assets to justify the staffing, infrastructure, and overhead. But the planning, coordination, and oversight that make a family office valuable shouldn’t require that threshold. At TSG Invest, our Private Wealth program delivers family office-level service — comprehensive coordination across investments, estate, tax, insurance, and philanthropy — for high-net-worth families who want that depth of attention without building an in-house team. If your financial life is complex enough that no single advisor can see the whole picture, you’re a fit for this approach regardless of a specific asset minimum.