Sequent Asset Management

At Sequent, we understand that each family is unique, with its own set of goals, concerns, and circumstances. That's why we take a customized approach to investment and financial planning, tailored to each client's individual needs. We don't believe in boilerplate solutions or one-size-fits-all approaches. Instead, we take the time to get to know our clients, understanding their aspirations, risks, and assets, and create personalized plans to help them achieve their long-term goals.

Client-First Mindset

At Sequent, we're committed to a client-first mindset. We don't just focus on what we do; we're equally focused on what our clients do and how we can help them achieve their goals. Whether it's helping families navigate key financial crossroads, such as births, deaths, divorces, or retirements, we're dedicated to providing expert guidance and support every step of the way.

Family Office Wealth Management

Our family office wealth management services provide a comprehensive solution for our client families. We offer a range of services, including a comprehensive review and analysis of a family's financial affairs, as well as ongoing management and coordination of their accumulating wealth.

Financial Counseling

At Sequent, our financial counseling services are designed to help families take control of their financial situation. We provide expert guidance on the seven key areas of a family's personal financial situation, including balance sheets, cash flow, accumulation, insurance, tax, estate and gift planning, and business succession planning.

Investment Management

As a comprehensive multi-family office, we dedicate ourselves to providing client-specific solutions for our client families. We help families focus on maximizing and balancing personal and corporate investments, developing replacement cash flow and liquidity, and optimizing financial decisions to minimize the impact of taxation on their wealth.

Portfolio Consulting & Fiduciary Coordination

At Sequent, we believe that every client's portfolio is unique and requires a tailored approach. Our portfolio consulting services help determine the best asset allocation posture to coincide with beneficiary circumstances and ongoing cash flow needs. We also provide ongoing coordination and liaison services to facilitate distribution requests, tax matters, and beneficiary needs for trusts, business partnerships, and companies.

Why Sequent?

So why choose Sequent? Our team has decades of experience working with families that have, had, or will have their own business. We've developed a valuable body of knowledge and deployable skill sets in the areas that most impact the accumulation and transfer of wealth for a family. Our approach is focused on serving families that have, had, or will have their own business, and we're committed to providing exceptional guidance and support every step of the way.

Conclusion

At Sequent, we're dedicated to helping families achieve their long-term goals and build wealth for generations to come. Our comprehensive approach to family office wealth management, financial counseling, and investment management is designed to provide expert guidance and support every step of the way. If you're ready to discover your options, we invite you to schedule a free consultation with us today.