Schechter Private Capital

CEO Marc Schechter leads the firm. Investment strategy is executed by a multi-disciplinary team that includes Managing Director of Institutional Partnerships Gregg A. Michael, Vice President of Strategic Partnerships Joseph Opiela, and Legal Vice President Jordan Smith, working alongside in-house JDs, LLMs, CFAs, and underwriters (per the firm's website). The model delegates design authority to attorneys and analysts rather than a traditional CIO.

The firm sources opportunities through its network of external strategic partners — wealth advisors, RIA principals, and insurance brokers who bring complex client fact patterns to Schechter for advanced design solutions. Eighty percent of its life insurance business is driven by these strategic partners (per the firm's website, 2024), which creates a proprietary advisory-referral pipeline that functions as its primary origination channel.

It is a single-family office for the Schechter family that has commercialized its expertise in advanced life insurance design. Unlike a venture firm, it does not raise third-party funds or charge asset-management fees; it generates revenue through policy placement and ongoing management services provided to external wealthy families and their advisors. The firm's own description as a 'life insurance and wealth transfer think tank' reflects its advisory-centric posture.

Schechter structures itself around direct transactions — primarily premium-financed life insurance policies and private placement life insurance — rather than making fund commitments. The firm's documented strategies cover co-investment, direct secondaries, early-stage equity, pre-IPO placements, and public-to-private deals, all executed within insurance product wrappers (per Altss estimate of its disclosed strategy set). No fund-of-funds activity is attributed to the firm.

The firm targets a wide range of transaction stages — early stage (seed and startup), expansion and late stage, growth, pre-IPO, and public-to-private transactions — as well as spin-offs and direct secondaries. These stages apply to the equity interests held inside the life insurance structures it designs, not to a separate venture portfolio.

Schechter Private Capital is the investment entity within the Schechter family office structure, while Schechter Wealth is the outward-facing brand that provides advanced life insurance advisory, wealth transfer planning, and premium finance services to external clients. Both operate under the same Birmingham, Michigan headquarters and leadership team, with the 'Schechter Wealth' name used on the firm's public website and professional materials.

The firm lists philanthropic planning among its advisory services, helping clients integrate charitable giving into estate and tax strategies, but has not disclosed a separate philanthropic foundation or vehicle of its own. The family office's own charitable structures, if any, are not publicly distinguished from its commercial advisory work.