Sequoia Financial Group launches new family office business
Other - NOVEMBER 2, 2023

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Sequoia Financial Group launches new family office business

by Andrea Zander

Sequoia Financial Group has launched Sequoia Sentinel, a boutique family office, which will service ultra-high-net-worth individuals and families.

Sequoia Sentinel clients typically have a minimum account size of $20 million. Sequoia Financial Group offers services to clients across the wealth continuum, including several specialized resource groups. It created Sequoia Sentinel to offer an array of tailored services, including asset management, tax management, wealth transfer, asset transactions and charitable planning to meet the challenges inherent to generational wealth.

Sequoia Sentinel is overseen by Annie McCauley, executive vice president and chief client experience officer of Sequoia.

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