Seneschal Family Office offers financial planning and investment management services. Financial planning covers cash flow, debt management, risk management, education, retirement, estate, investment, and tax planning. Investment management includes developing an investment policy, structuring portfolios, selecting investments, establishing custodial accounts, monitoring accounts, and rebalancing portfolios. Clients can choose from limited scope consulting, wealth management, comprehensive wealth management, and family office services.
Fee Structure
Seneschal Family Office offers investment management as part of its Wealth Management, Comprehensive Wealth Management, and Family Office Services engagements. The fees are as follows:
- Wealth Management: 0.90% of your portfolio per year.
- Comprehensive Wealth Management: 0.35% of your portfolio per year, plus a fixed fee starting at $15,000 per year.
- Family Office Services: 0.25% of your portfolio per year, plus a fixed fee starting at $25,000 per year.
For held away assets (e.g., 401(k)s), the fee is 1.00% annually.