FREQUENTLY ASKED QUESTIONS

Sequoia offers a team-based, integrated wealth management and family office experience to individuals and families across the wealth continuum. 

As fiduciaries, our BUILT FOR YOU promise ensures that we recommend investment strategies that meet the unique needs of each client and leverage the depth of our team to deliver a comprehensive financial plan. From proactive tax planning and well-designed estate plans to customized risk management, retirement planning, and philanthropic planning, we deliver solutions that help clients achieve their financial goals and uphold a steadfast commitment to planning that endures across generations. 

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group.

BSW is an ideal integration partner because of its deep experience in working with individuals and families. Their approach to nurturing these relationships stood out to Sequoia. This partnership is intentional and is part of a vision to continue to offer excellence to their clients while expanding opportunities and depth through a greater range of available services.

Sequoia offers a breadth and depth of family office services that will expand planning and investment opportunities for BSW's clients. They will bring additional Sequoia personnel into these relationships when the client experience would benefit from specialized supplementary services.

Clients will continue to experience the exceptional service they have come to expect but with additional resources and an expanded scope of services. The transition and the changes will come in the form of access to financial planning services and an expanded array of investments. This acquisition is the next phase of BSW's promise to continually advance the depth of resources available.

Sequoia Sentinel is a boutique family office within Sequoia Financial that is dedicated to supporting the unique needs of ultra-high-net-worth (UHNW) individuals and families. Sequoia Sentinel was launched in the fall of 2023 as the next evolution of the customized services and advisory teams Sequoia Financial offers to UHNW clients, including technical proficiency in areas that specifically affect individuals with substantial family wealth. Sequoia Sentinel clients typically have a minimum account size of $20 million. Sequoia Sentinel represents more than half of Sequoia Financial Group’s assets under management.