Scott A. Carlson serves as the President of Calyx Management, where he leverages his extensive experience to guide single family offices in refining their organizational strategies and operational frameworks. Based in Raleigh, NC, Scott's advisory practice focuses on enhancing governance structures, optimizing investment strategies, and...
Scott A. Carlson serves as the President of Calyx Management, where he leverages his extensive experience to guide single family offices in refining their organizational strategies and operational frameworks. Based in Raleigh, NC, Scott's advisory practice focuses on enhancing governance structures, optimizing investment strategies, and implementing best practices tailored to the unique needs of family offices. His deep expertise in organizational development, risk management, and strategic planning positions him as a trusted partner for families seeking to navigate the complexities of wealth management.
Prior to founding Calyx Management, Scott enjoyed a distinguished career at Brown Advisory, where he was a Partner and Senior Advisor. During his tenure, he played a pivotal role in managing significant assets and advising high-net-worth clients on private equity, venture capital, and leveraged finance opportunities. His insights into corporate finance and start-up ecosystems have enabled family offices to identify and capitalize on lucrative investment avenues while mitigating potential risks.
Scott’s commitment to coaching and mentoring is evident in his collaborative approach, helping clients build resilient organizations that can adapt to changing market conditions. He is passionate about empowering families to create sustainable legacies through informed decision-making and strategic foresight. As he continues to shape the future of family office advisory at Calyx Management, Scott remains dedicated to fostering innovation and excellence within the industry, ensuring that his clients are well-equipped to thrive in an ever-evolving financial landscape.
