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.

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.