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Sequoia Sentinel

A family office built for families of exceptional means

Sequoia Sentinel Family Office serves families through long-term thinking, comprehensive planning, and robust investment capabilities — coordinated as one enduring plan.

The Sentinel Difference

Comprehensive stewardship for complex wealth

Significant wealth brings significant complexity. Sequoia Sentinel Family Office is designed to meet that complexity with a single, coordinated team — bringing long-term thinking and comprehensive planning to every dimension of your family’s financial life.

From investment management to estate, tax, and philanthropic strategy, we serve as an enduring steward of your family’s legacy — so the wealth you’ve built continues to enrich the lives that matter most to you.

Sequoia Sentinel Family Office
Our Pillars

How we serve families of exceptional means

Long-term thinking

Multi-generational strategy that looks decades ahead — preserving and growing wealth for the family and the causes you care about.

Comprehensive planning

Coordinated estate, tax, philanthropic, and governance planning under one roof, aligned to your family's values and vision.

Robust investment capabilities

Institutional-caliber portfolio construction and access, tailored to the complexity and scale of significant wealth.

Privacy & stewardship

Discreet, fiduciary stewardship of your family's affairs — with the coordination that keeps everything working together.

What's Included

One coordinated team for every need

  • Family governance and education
  • Estate and legacy strategy
  • Advanced tax planning
  • Philanthropic and charitable structuring
  • Concentrated and complex asset management
  • Coordination with your legal and tax advisors

Preserve and enrich your family's legacy.

Start a private conversation with the Sequoia Sentinel team.