Sequoia Financial Group, a leading SEC-registered wealth manager with more than $18 billion in assets under management as of March 31, announced the appointment of Gee Smith as head of Sequoia Sentinel, a boutique family office within the firm that is dedicated to supporting the unique needs of ultra-high-net-worth individuals and families. Smith reports to Tom Haught, CEO and founder of Sequoia Financial Group, and will guide the continued expansion of Sequoia Sentinel's service offering.
The Sequoia Sentinel brand was launched in the fall of 2023 as the next evolution of the customized services and advisory teams Sequoia offers to ultra-high-net-worth clients, including technical expertise in areas that specifically affect individuals with substantial family wealth. Sequoia Sentinel clients typically have a minimum account size of $25 million. Sequoia Sentinel represents more than half of Sequoia Financial Group’s assets under management.
Smith, former preside
