We partner with investors and families across the full spectrum of private wealth — from tax strategy and estate planning to portfolio strategy, alternative investments, and pre-IPO access through the Venture 50.
TSG Invest was founded on a conviction: some of the most compelling opportunities sit in private markets and alternative investments, yet most advisory firms have been slow to bring them to clients. We built the firm to close that gap – pairing access to emerging private-market opportunities with family office-style wealth management under one roof. We are investors ourselves first, and we don’t settle for cookie-cutter access or solutions.
Access to institutional-grade private market opportunities.
Disciplined risk management across asset classes.
Strategies coordinated with your CPA and attorney.
Trust structures, insurance, and beneficiary planning.
Multi-generational planning and philanthropic vehicles.
900+
Clients
Individuals, families, and accredited investors who rely on TSG Invest to align their wealth, investments, and long-term planning within a single trusted partnership.
58
States & Countries
A national and global reach — with clients in nearly every U.S. state and investors from across the world participating in our private-market strategies.
11+
Private Investments
A thoughtfully curated portfolio of private companies, identified through primary-source research rather than third-party feeds, spanning AI, defense, fintech, and biotech.
20
Seminars Hosted
In-person sessions covering retirement, estate, and wealth management, designed for the broader TSG investor community.
Tell us what’s on your mind and we’ll be in touch within one business day.
