Your Investing Partner
A family office-style approach to wealth management and a alternative investments, built for accredited investors, professionals, and high-net-worth families who want institutional-caliber coordination under one partnership.
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.
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.
15
Seminars Hosted
In-person sessions covering retirement, estate, and wealth management, designed for the broader TSG investor community.
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.
Most wealth is managed across a patchwork of disconnected professionals. The wealthiest families solved this with private family offices — an infrastructure that historically required nine figures to maintain. TSG Private Wealth delivers that same coordination through a single advisory practice, scaling with you from $1M to $25M and beyond.
Comprehensive financial planning
Portfolio management
Tax strategy & planning
Private market access
Estate, trust & legacy planning
Concentrated stock strategies
Family governance
Structured notes & hedging strategies
the convictions behind the firm we built
In-depth investment profiles on 50 high-growth companies across Artificial Intelligence, biotechnology, defense, and FinTech. Private insights for the informed investor.
Our firm monitors a select portfolio of primarily mid-to-late stage companies, chosen based on (but not inclusive of) market segment growth, brand recognition, and venture capital positioning. This coverage list is dynamic and subject to change without notice. Companies’ inclusion is for educational purposes only and does not constitute an endorsement, sponsorship, affiliation, or investment recommendation.
Trump Accounts vs. 529 plans is the question every parent of a young child should be
This article is for informational purposes only and is not intended as investment advice, an offer,
This article is for informational purposes only and is not intended as investment advice, an offer,
This article is for informational purposes only and is not intended as investment advice, an offer,
This article is for informational purposes only and
This article is for informational purposes only and is not intended as investment advice, an offer,
Wealth Management – Estate Planning – Tax Strategies – Insurance – Private Markets
Connected, Coordinated, and built around you
