High-net-worth Individuals and Families

For enterprising families and individuals, we bring a mix of expertise to build a wealth management team that handles all facets of your financial life.

We work with a group of highly successful entrepreneurs, CEOs, executives and families, who expect success across all facets of their life — business, new ventures, strong families and as community leaders.

Their financial success supports their success in all these facets of life. These clients are thoughtful, collaborative, creative and driven to get the best out of themselves and the people they work with.

SEI Private Wealth Management helps these individuals and families build and execute wealth management strategies based on their unique goals. By leading clients through our proprietary discovery process, we help them identify, articulate and prioritize goals; track financial resources; and organize those resources against their stated goals. 

Your financial success supports success in all facets of life.

We bring a mix of expertise to solving our client's unique problems or needs. Our team comprises a range of individual skills in business, client, investment, tax, financial planning, legal, estate, banking and operational expertise. We're dedicated to challenging traditional thinking, putting clients first, and exhausting every possibility when advising clients. 

Legal Note

SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a registered investment advisor.

See your investments through a new lens

Personal wealth management for high-net-worth individuals

If you're like other wealthy individuals, you might be surprised at the gap between your goals and the wealth you've set aside to attain them. We work with a group of highly successful entrepreneurs, CEOs, executives and families to align investments with personal objectives.

Personal wealth management
Photo: a client meets with advisor