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A Personalized Orientation

Most firms focus on ways to have clients fit into certain asset allocation and planning strategies with consistent holdings and entities that enable the broker or team to serve a massive number of clients and accounts.

At Sequent, we do not have blanket asset allocation strategies or boilerplate personal financial or trust/estate templates.  For each client family, we review your unique goals and hopes, your specific concerns and risks, your assets and earnings, and from this personal data, an allocation strategy and comprehensive personal financial plan is custom designed, recommended and implemented.

Why Sequent?

Quite simply, our experience and commitment is to focus on serving families that have, had, or will have their own business.  Forged through decades of working nearly exclusively with closely held business owners, professionals and high ranking corporate executives, we have a unique body of knowledge and deployable skill sets in the areas that most impact the accumulation and transfer of wealth for a family.  We help families to focus on maximizing and balancing personal and corporate investments and developing replacement cash flow and liquidity.  Additionally, we help coordinate business leadership transitions along with wealth transfers from one generation to the next, and optimize financial decisions to mitigate the impact of current and future taxation on a family’s wealth.

We keep administrative costs and distractions to a minimum by being selective in the type and number of client families we serve.  This allows us to spend more time focusing our attention on our clients’ financial affairs.  We seek to serve as a family’s personal chief financial officer to both recommend and coordinate matters important to them.  We utilize a proven process honed over time that focuses on cash flow as the bedrock element in long-term financial success.

As a true fee-only family office firm, the only revenue earned by our firm is fees paid to us by our client families.


Sequent’s family office is a holistic wealth management solution.  Our services include a comprehensive review, analysis, and recommendations across the totality of a family’s financial affairs (assets, debts, tax, insurances, estate/gift planning), combined with the ongoing management for a family’s accumulating wealth in any type of account (personal, trust, retirement, charitable, etc.) to include asset allocation determination (by account and overall) and tactical adjustments to specific investment holdings over time in keeping with lifestyle changes and prevailing or anticipated economic and market conditions.


Sequent’s financial counseling services include review, analysis, and recommendations across the seven key areas of a family’s personal financial situation:

  • Balance Sheet – assets and debts
  • Cash Flow – income and expenses
  • Accumulation – savings for retirement, college funding, etc.
  • Insurance
  • Tax – income, capital gains, business, gift and estate
  • Estate & Gift planning
  • Business/Succession planning


As a comprehensive multi‐family office, we dedicate ourselves to providing custom tailored and client specific solutions for our client families.  We help families to focus on maximizing and balancing personal and corporate investments and developing replacement cash flow and liquidity.

This individualized orientation entails both a “bottoms up” approach to understanding a family’s financial situation and risk tolerances, and a “top down” approach of assessing investment alternatives.  Our investment assessment starts with the investment environment – demographics, technological, political and geopolitical factors – and progresses into analysis of investment types and securities.

This service offering entails a detailed fiduciary–based investment process centered on an investment committee format.


Sequent provides portfolio consulting services that help determine the best asset allocation posture to coincide with beneficiary circumstances and ongoing cash flow needs as well as possible cash/liquidity sources (distributions, re‐financings and sales), selection and oversight of money managers, quarterly reporting on prevailing market, economic, and political conditions that affect overall investments with observations and detailed review summaries provided on each money manager and their actions and performance.

Sequent also provides ongoing coordination and liaison services to facilitate distribution requests, tax matters and beneficiary needs for trusts, business partnerships and companies, and charitable entities including trusts and foundations.


Sequent offers an array of consulting services to wealth management advisors to assist them with aspects of serving clients and managing their business.  Based on the collective experience of Sequent principals in serving clients, working primarily in fiduciary-based organizations with strong levels of standardization, oversight and client care; current and leveragable capabilities and capacity were made available to select advisors to assist them with their current management of existing client investment matters as well as helping them to be better positioned for organic growth from current clients and new clients.

For each advisor, we review your firm’s unique goals, concerns and risks and your clients’ current investment assets and earnings, and from this firm-wide and client specific data, we provide a la carte service offerings to select from to best serve your clients and to meet your firm’s goals.  These services focus on (1) Investment Management Consulting Services, (2) Compliance Consulting Services, and (3) Client Communication and Marketing Consulting Services.