TSG Private Wealth is a coordinated wealth management practice from TSG Alpha Partners for accredited investors with $1 million to $25 million and beyond in managed assets — investment management, financial planning, tax and estate strategy, and private market access, delivered through a single advisory relationship.
Most high-net-worth investors manage their financial lives across a patchwork of disconnected professionals — a portfolio manager, a CPA, an estate attorney, an insurance advisor — none of whom coordinate with one another. The result may be blind spots, missed opportunities, and a financial picture that nobody fully sees.
The wealthiest families solved this decades ago with private family offices. But that infrastructure has historically required $50–$100 million or more in family wealth and seven-figure annual budgets to maintain.
Through TSG Alpha Partners’ multi-entity structure — an SEC-registered investment adviser, an affiliated FINRA-member broker-dealer, a private fund management division, and an insurance practice — we are positioned to coordinate every dimension of your financial life through a single advisory relationship.
Every Private Wealth client is led by a dedicated Wealth Manager who coordinates the specialists your situation requires — client relations, investment advisory, estate planning, retirement income, insurance, and private markets — including an estate planning practice led by a dedicated Director of Estate Planning, a licensed attorney. One relationship. One accountable point of contact.
Full coordination — but historically limited to ultra-high-net-worth families with $50–$100M+ and significant annual operating budgets.
Family office coordination and private market access — structured as a scalable advisory practice for accredited investors beginning at $1 million in managed assets.
Separate broker, CPA, estate attorney, and insurance agent — none of whom coordinate strategy or share a unified view of your wealth.
Each engagement is built around the full scope of a client’s financial life — not a single product line or asset class.
Discretionary portfolio management built on TSG Alpha Partners' proprietary in-house models — with direct and custom indexing, tax-loss harvesting, and tactical portfolio strategies for substantial portfolios. We do not outsource management to third-party platforms as a standard practice; your capital is managed by the same team you sit across from.
Retirement income modeling, cash flow analysis, Roth conversion strategy, Social Security optimization, education funding, insurance planning, and long-term care planning — integrated into a unified plan that evolves with your life.
Year-round tax strategy, capital gains planning, estate design and monitoring, wealth transfer strategy, and philanthropic planning — led in-house and coordinated with your tax and legal professionals.
Structured notes, private company positions, venture capital secondaries, and alternative investment vehicles through TSG's affiliated broker-dealer and fund platform — available to qualified investors.
Most firms sell planning as line items. At TSG Private Wealth, comprehensive financial planning is included in every Milestone — and it never stops. Your plan is a living analysis, revisited as tax law changes, as markets move, and as your life evolves. The difference between a plan reviewed once and a plan managed continuously may compound just like capital does.
Every Private Wealth client receives the family office experience. As your wealth grows, you graduate through four Milestones — and the depth, frequency, and scope of that experience deepens, with no change in firm or philosophy.
Your dedicated Wealth Manager and the foundation of a coordinated wealth strategy.
” Lay the cornerstone of your wealth”
Deeper planning, proactive tax strategy, and an expanded advisory relationship.
“Reach the apex of your accumulation phase.”
Full-spectrum coordination, continuous strategy, and expanded access.
“Build a lasting legacy.”
A fully bespoke family office engagement built around your family’s complete financial life.
“Establish a dynasty.”
Clients graduate between Milestones as managed assets grow — progression is a milestone in your family’s journey, not a billing change. A Cornerstone client aspires to reach the Apex; an Apex client is building a Legacy; a Legacy client is establishing a Dynasty.
TSG Private Wealth is a program of TSG Alpha Partners LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities offered through TSG Capital Advisors LLC, an affiliated broker-dealer and member FINRA/SIPC. Insurance services offered through TSG Insurance Services LLC. Private fund investments are offered through affiliated entities, are available only to accredited investors who qualify, involve significant risks — including illiquidity and the possible loss of principal — and are made solely through each fund’s offering documents. Structured notes are complex instruments involving significant risks, including issuer credit risk, limited liquidity, and the possible loss of principal, and are not suitable for all investors. The use of affiliated entities presents conflicts of interest, which are described in TSG Alpha Partners’ Form ADV. Estate planning legal services are jurisdiction-dependent; legal documents are prepared by licensed attorneys. TSG Alpha Partners does not provide legal or accounting advice except through duly licensed professionals. Advisory services are governed by each client’s advisory agreement and Form ADV Part 2A. Investing involves risk, including the possible loss of principal, and no strategy assures success or protects against loss. This material is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security.
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