The Sequoia Difference

We start by listening. As you share your story, we gain the insight we need to create a customized, dynamic plan to achieve your goals. We’ll walk with you, guiding your family through decisions big and small.

As fiduciaries, you can be assured that we are absolutely committed to independence. By avoiding inherent conflicts of interest, we are able to concentrate on what really matters…YOU.

Who We Serve

Our team is energized by crafting boutique solutions to serve your unique needs.

We are total balance sheet advisors, serving clients with net worth of $25 million and above.

• Private Business Owners
• Multi-Generational Wealth
• Trustees
• Family Offices

Our Services

Wealth Transfer and Estate Planning

The decisions you make today will shape your family, business and charitable legacy for generations to come. We measure twice and cut once.

Investment Solutions

We manage your assets with an overlay of risk management so the portfolio, based on ownership, entity and wealth transfer planning are all taken into consideration collectively.

Business Succession Planning

We work with private business owners to help you prepare for a sale of your most important asset. We’ll work to understand your priorities and educate you about potential solutions for optimal management and ownership succession.

Philanthropic Strategy

We want to amplify your philanthropic impact in your community and the world. That means that we will proactively seek out, and employ, strategies designed to maximize the impact of your gifts to the causes that matter most to you.

Family Education

With a solid tax and estate plan in place, the single most impactful way to protect and preserve your wealth is through education. Our Wealth Education Program was designed to empower future generations to embrace the responsibility of your family’s wealth.

Trustee Support Services

Using the unique reporting capabilities of our trustee support platform and the consultative approach we take in supporting trustees, our knowledgeable team is prepared to help support you to efficiently and professionally perform your duties.