Sentinel Family Office | Sequoia Financial Group

An Exclusive Boutique Experience for Families of Exceptional Wealth

Exceptional wealth brings complexity and opportunity. As your independent advocate, the Sequoia Sentinel family office team extends clarity, confidence, and foresight to each facet of your financial life. Every action our team takes is pursued with the highest degree of integrity, unparalleled diligence, and boundless passion that only exists when the team serving you is invested alongside you. With precision, discretion, and care, we help secure and sustain your legacy.

SECURE YOUR FAMILY'S LEGACY

Sequoia Sentinel offers dedicated advisors who understand your evolving needs, safeguarding your legacy beyond finances.

FAMILY OFFICE TEAM

What factors should I consider in engaging a multi-family office or forming a single family office?

Factors include total wealth, complexity and diversity of assets, family dynamics and succession planning, tax planning, philanthropic objectives, risk management, and more. The decision is unique to each family, with wealth complexity and family governance often emerging as key drivers in the decision. Sentinel Family Office works with families seeking a Multi-Family Office solution as well as Single Family Office clients.

What makes Sentinel Family Office different than other multi-family offices?

Sentinel is the family office to our own families, and is the answer to the hard questions we asked ourselves about strategy, resources, governance, execution and succession. Our family office team is as deep as it is broad, with subject matter experts in disciplines that are exclusive to and essential for ultra-high net worth families. The Sentinel team is relentlessly collaborative and driven by a desire to meet the needs of our clients both today and through strategies that will endure for generations.