Sequoia's Family Wealth team understands the inherent complexity of considerable wealth. Our team strives to provide clarity and drive results, while working as an independent advocate for your family.

Every family has distinctive objectives, business challenges and family dynamics. As a Sequoia client, you can expect solutions as unique as the families we represent.

Family Office

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 opportunity to work with your existing team of advisors and staff or to provide a fully outsourced solution.

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Earning Trust. Creating Plans. Delivering Results. We take pride in understanding your goals and developing strategies to help you get there. Once your plan is defined, we will work to implement and manage investment, wealth transfer and charitable strategies.  

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Trustee Support

By serving as a trustee, you have accepted fiduciary responsibility for the trust beneficiaries, and responsibility for a variety of strategic and administrative functions.  Sequoia’s Trustee Support Services group provides a professionally outsourced solution to support you in this capacity.  We offer comprehensive solutions to assist you in areas such as investment management, trust administration and beneficiary wealth planning.

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