Sequoia Sentinel is a Cleveland-based family office that offers a comprehensive range of wealth management services, including asset management, wealth planning, and family office services. With a focus on long-term thinking and preserving legacies, their team of experienced advisors provides personalized strategies and a data-driven investment approach to help clients preserve and grow their wealth for future generations.
Sequoia Sentinel's specialized wealth planning team takes a holistic approach to financial planning, creating comprehensive wealth plans tailored to each client's unique goals and circumstances. They assist clients in structuring family governance and communication processes, addressing trusts and estate planning, and aligning philanthropic goals, all while emphasizing the importance of values and traditions alongside financial wealth.
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