Sequent's family office is a holistic wealth management solution. Our services include a comprehensive review, analysis, and recommendations combined with the ongoing management for a family’s accumulating wealth in any type of account (personal, trust, retirement, charitable, etc.) to include asset allocation determination (by account and overall) and tactical adjustments to specific investment holdings over time in keeping with lifestyle changes and prevailing or anticipated economic and market conditions. Sequent’s family office management services include review, analysis, and recommendations across the seven key areas of a family’s personal financial situation: (1) Balance Sheet; assets and debts, (2) Cash Flow; income and expenses, (3) Accumulation; savings for retirement, college funding, etc., (4) Insurance, (5) Tax; income, capital gains, business, gift and estate, (6) Estate & Gift planning, and (7) Business/Succession planning.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 952 Echo Lane,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.sequentasset.com
- Keywords
- wealth management, estate planning, succession planning, financial counseling, portfolio consulting.
- HQ
- Houston, Texas
- Competitors
- Corinthian Asset Management, LLC, Bastion Asset Management, INVESTEC ASSET MANAGEMENT GROUP, INC, Houston Asset Management, GAILLE, Sequent Asset Management, Inc., AH Consultancy & Asset Management INTL LLC, Yousri Arkab | Asset Management | Investment & Real Estate Specialist, IPM Asset Solutions, Inc., Stonehollow Capital Partners.
Sequent Asset Management, Llc Questions
Sequent Asset Management, Llc's website is http://www.sequentasset.com
Sequent Asset Management, Llc's LinkedIn profile is https://www.linkedin.com/company/sequent-asset-management-llc
Sequent Asset Management, Llc has
6 employees.
View email and phone details for 6
employees at Sequent Asset Management, Llc.
Sequent Asset Management, Llc's industry is
Financial Services
Sequent Asset Management, Llc's top competitors are
Corinthian Asset Management, Llc,
Bastion Asset Management,
Investec Asset Management Group, Inc,
Houston Asset Management,
Gaille,
Sequent Asset Management, Inc.,
Ah Consultancy & Asset Management Intl Llc,
Yousri Arkab | Asset Management | Investment & Real Estate Specialist,
Ipm Asset Solutions, Inc.,
Stonehollow Capital Partners.
Sequent Asset Management, Llc's categories are Financial Services
Sequent Asset Management, Llc's founding year is 2008
