Schechter

Wealth ManagerBirmingham, United States
$2.8B
Assets Under Management
Birmingham
Headquarters

About Schechter

Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving.  As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country. 

Preferred Investment Types

Private EquityGrowth CapitalLong-Term InvestmentsInvestment FundsVenture CapitalPhilanthropy

Preferred Sectors & Themes

Business & Administrative ServicesInsurance Products & ServicesFixed Income/Debt SecuritiesLegal & Tax ServicesCorporate Finance ConsultingDiversified Finance ConsultingReal AssetsMulti-Asset InvestingWealth & Estate PlanningInvestment ManagementHedge FundsCharitable Investments Professional Business ServicesCommercial & Professional ServicesInsurance ServicesFinanceTraditional Investments (Liquid Assets)Financial ServicesAlternative Investments

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Schechter?

Schechter is a wealth manager based in Birmingham, United States, managing approximately $2.8B in assets.

Where is Schechter headquartered?

Schechter is headquartered in Birmingham, United States.

How much does Schechter manage?

Schechter manages approximately $2.8B in assets under management.

What does Schechter invest in?

Schechter focuses on Private Equity, Growth Capital, Long-Term Investments, Investment Funds, Venture Capital, Philanthropy, Business & Administrative Services, Insurance Products & Services.

How can I contact Schechter?

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