GUIDING THE COMPLEX NEEDS
AND UNIQUE FINANCIAL GOALS
OF AFFLUENT ESTATES

Private Client Group

Created precisely to address the greater wealth complexity of clients who entrust SEIA to manage $5 million or more of their assets. The complex needs and unique financial goals of affluent estates, individuals and businesses requires a deeply personal, holistic approach.

Exclusive

Access to exclusive investment solutions

Private Equity

Investing in companies not available on public exchanges

Private Real Estate

Pooled private investments in the property markets

Hedge Funds

Pooled funds that are formed to invest in a variety of strategies and asset types

MIDDLE MARKET LENDING

Loans to privately held businesses


Solutions

INDIVIDUALIZED PLANNING SOLUTIONS

Exchange Funds

Allow investors with large holdings in a single stock to exchange shares for a diversified portfolio without a taxable event

Options Overlay

Use option strategies to manage concentrated positions, generate income and/or reduce risk.

Institutional Bond Management

Access to a network of fixed income traders and institutional partners

Lending Solutions

Access liquidity from your portfolio’s value without liquidating assets


Planning

BESPOKE MULTI-GENERATIONAL PLANNING

Estate Planning & Trust Formation

Communicating your unique core values to future generations

Philanthropic Planning

Guidance in identifying, designing, and pursuing charitable giving goals

Corporate
Trustee Services

Administration, document preparation, and investment management

Online Document Storage

Secure online vault for storing your most treasured documents

Exclusive Private Client Benefits

Custom Publications

INTRA-QUARTER reporting

notary
services

Exclusive
events

professional referrals

Contact an Office Near You


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