Sequoia Sentinel Charleston
REWRITE THE RULES OF YOUR WEALTH
Welcome to Your Charleston Family Office
Complex Wealth. Clear Strategy. Customized solutions designed for your family’s unique needs.
$20M+ deserves more than a plan. It demands a structure. Sequoia Sentinel Family Office recognizes real sophistication and the demands of Ultra-High-Net-Worth families.
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YOUR ADVANTAGE STARTS HERE
From a brokerage model to a fiduciary model: Clients continue their journey with Sequoia.
Invest Differently
Access to carefully vetted alternatives beyond traditional markets.
Private Access Personalized
We manage the financial and personal affairs of your family with unmatched discretion and elegance.
Beyond Inheritance
We help you preserve your wealth and values through structured governance and next-generation education.
Legacy by Design
We coordinate complex tax and estate structures across entities, generations, and jurisdictions.
WHERE STRENGTH MEETS STEWARDSHIP
GEE SMITH
Principal,
Senior Strategic Advisor
ANDREW BARRETT
Senior Vice President,
Wealth Advisor
DAN RUSSLER
Senior Vice President,
Wealth Advisor
By clicking submit I agree to the
Privacy Notice and Terms & Conditions.