An Independent Advocate for Your Family
As a Sequoia client, you can expect solutions as unique as the families we represent.
Whether you are creating a family office or have an established infrastructure, Sequoia’s platform of independent services works to provide a customized solution to suit your needs.
We welcome the opportuntity to work with your existing team of advisors and staff or to provide a fully outsourced solution.
Family Office
Family offices provide centralized coordination and preservation of a family’s wealth across multiple generations. We offer a suite of services to support you in carrying out your family’s legacy,
- Planning
- Implementation
- Monitoring
Individual
Individuals who have accumulated substantial wealth have a unique set of needs and opportunities – both to plan for his or her own future, as well as the future of others. Planning and execution are critical.
- Financial Independence
- Wealth Transfer
- Charitable Planning
- Portfolio Management
Trustee Support
By serving as a trustee, you have accepted fiduciary responsibility for the trust beneficiaries, and a variety of strategic and administrative functions. We offer comprehensive solutions to assist you
- Fiduciary Consulting
- Trust Administration
- Accounting & Tax Compliance