Private Client Group

SEIA’s Private Client Group is dedicated to guiding affluent families, individuals and businesses with a holistic approach to their complex needs and unique financial goals. This service is tailored for affluent clients who entrust over $5 million of assets with SEIA.

Highlights of SEIA’s Private Client Group Services include:

  • VIP access to SEIA and Private Client Group events
  • Financial and lifecycle planning analysis
  • Enhanced portfolio reporting
  • Advanced platform features
  • Coordination with tax planners and legal professionals
  • Complimentary subscriptions to national financial and lifestyle publications
  • Legacy and estate planning
  • Coordination of philanthropic support
  • Family Foundation management
  • Corporate benefit planning and design
  • Fiduciary pension management