Under the Radar: How an Ex-Goldman Advisor Quietly Built an $8.5B RIA

The episode features Scott Neu, co-founder and CEO of Sage Mountain, discussing how he built an independent multi-family office after 18 years at Goldman Sachs. It covers Sage Mountain’s growth to about $8.5B for nearly 200 families through referrals and service rather than acquisitions or traditional marketing, along with his views on independence, family office services and lessons from becoming a CEO.

1. Neu spent 18 years at Goldman Sachs building a business managing close to $3B before being fired in 2018 and co-founding Sage Mountain.
2. Sage Mountain advises on approximately $8.5B for just under 200 families with roughly 40 professionals, and advisors serve no more than about 35 clients each.
3. The firm’s growth has come without acquisitions, advisor lift-outs or traditional marketing campaigns, relying instead on service and longstanding relationships.
4. Neu discusses independence, alternative investments, family office services, client transitions, delegation, and whether he might join an established independent platform if leaving Goldman today.