
Wealth PartnersThe SWYT Team
Awards and Industry Recognition


Forbes
Barron's
Welcome
At The SWYT Team, we are proud to advise a high achieving clientele who rely on us for a differentiated level of strategy and guidance. The core of our team has been together for 25 years, with an exclusive focus on ultra-high-net-worth families and endowments. This continuity allows us to apply the knowledge and insight we have gained, supporting clients in weighing their options and capitalizing on their opportunities. Nationally recognized by Forbes and Barron's, our team members look to deliver a client experience that is noteworthy in its impact and immediacy.
We serve a limited number of households and institutions by design. The customization we offer simply cannot be mass produced. As a result, we tend to develop long-term relationships with clients, becoming an integral part of their lives. Several of our client relationships span more than three decades—a consistency that helps us deeply understand a client's family, supporting the second and third generations in establishing a more secure financial framework.
The clients we advise
The clients who engage our team have attained their wealth in varied ways. Many have generated their wealth through a concentrated ownership position—a private business, public stock, real estate or carried interest. Others include endowments and foundations that look to us for tailored investment management to pursue the critical work that they perform in their communities and the world at large. Whatever a client's background, we derive tremendous satisfaction from helping people. We're skilled problem solvers, designing thorough approaches to complex issues. We're often gratified to learn we have succeeded in resolving long-standing challenges for clients, simplifying their financial affairs.
Investment acumen refined over decades
Our team members have been active in the capital markets for many years. We have witnessed numerous market cycles and economic environments, providing us with the composure that stems from a long-term perspective.
We differentiate our investment approach in the following ways:
- Institutional-caliber access and strategy. We are pioneers in adopting the "endowment-style investment philosophy" for non-profits and ultra-high-net-worth families.
- Alternative investment knowledge. We have material experience with alternative investments, including private equity, private real estate, hedge funds and venture capital.
- Customization that clients perceive first-hand. Our portfolio-design process reflects the painstaking effort of synthesizing client information—their spend rates, risk profiles, tax circumstances and liquidity constraints—and embedding these parameters into each client's investment approach.
- Education and communication. We know how important it is to communicate regularly with clients about their investments—not simply during bull markets, but also during volatile periods. We spend significant time with clients, nurturing the investor behaviors that are critical to long-term success.
- Technical proficiency. Three of our team members— Robin Yoshimura, Scott Thomlison and Sonya Oliver—hold the CFA^®certification, widely regarded as the most esteemed investment credential in the industry. Scott Thomlison also holds the CERTIFIED FINANCIAL PLANNER® (CFP®^) certification, a noted fiduciary distinction considered the pinnacle attainment in financial planning.
Unified planning and execution
Significant wealth tends to be accompanied by significant complexity. We're adept in clarifying the full scope of clients' finances, helping people deploy their wealth thoughtfully and purposefully. One of our most precious assets is client trust. We look to provide clients with the caliber of advice and attentiveness we would want for our own families—an ethos demonstrated by the diligence we bring to our work:
- We listen attentively. We begin each relationship with an openness to learn and listen. Only after we have distilled each client's circumstances do we formulate our approach, identifying factors to consider, possible efficiencies to be gained and gaps to be remedied.
- We ground our work in a written plan. Planning is an essential part of our client collaboration, serving as the blueprint for our work together. This document naturally evolves, recording a continuum of progress and pinpointing new objectives.
- We take pleasure in serving clients exceptionally well. There are many factors out of our control: the investment markets, tax legislation and global economic conditions. However, one aspect of our practice that we can control is the service we provide—a facet of our work that we look to deliver to the highest standard possible.
Meet Our Team

Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:
- Enhance the diversification of your portfolio;
- Implement strategies which seek to enhance returns;
- And help you access a broader range of investment opportunities.
For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.
Insights

When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
What is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read Now
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Oil shock jolts American stocks into driver’s seat … for now
March 6, 2026Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.Read Now
What is tangled title and how can it be avoided?
March 5, 2026Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.Read Now
What are my options to save for my children’s education?
March 5, 2026Planning early for your children’s and grandchildren’s education can help you cover these expenses in a tax-efficient manner. Read more on saving for education.Read Now
What are the tax changes for 2026?
March 3, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
AI vs. AI: The arms race for security
February 27, 2026As panic around artificial intelligence (AI) fuels exaggerated fears of disruption and sell-offs, cybersecurity and sovereign infrastructure stand to benefit as critical levers of AI adoption.Read Now







