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
Access to private equity, private real estate, and lending opportunities are provided via recommendation to invest in private funds that invest in these areas.
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
