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Wealth Management - Multi-family office platform & services

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Multi-family office platform & services

You can rely on Sequent to oversee all aspects of your financial affairs. Working in partnership with your outside advisors we will act as your single point of contact to provide creative solutions so you can achieve your goals and enjoy the second part of your life.

Investment Management
Comprehensive portfolio management guided by complete personal balance sheet.
Banking & Lending
Provide sourcing and advice for credit providers and ensuring optimal structure and pricing
Tax & Accounting
Working with your tax and accounting advisors to create year-round Tax-efficiency
Consolidated Reporting & Admin
Simple easy to understand consolidated balance sheets across all assets that is flexible and transparent
Insurance and Trust & Estate Planning
Work with existing advisors complement investment planning to goals and objectives.
Philanthropy & Next Gen
Provide strategic planning and implementation through donor advised funds, private foundations and create next generation education engagement
Art Investment & Advisory
Provide sourcing and advice for art investment, insurance transport and storage
Real Estate & Alternative Advisory
Provide solution for investing and restructuring their real estate holding, focusing on tax deferral and income generation.