
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

Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now