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

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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

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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

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