Sequoia Financial Group, LLC launched Sequoia Sentinel, a boutique family office within the firm that is dedicated to supporting the unique needs of ultra high net worth individuals and families. The Sequoia Sentinel Family Office team is a highly trained group of professionals who have significant expertise in solving the complex issues of wealthy families. The firm has built the capabilities to serve the ultra high net worth market through organic growth and acquisitions, including Zeke Capital Advisors and M Capital Advisors in 2023 and WEALTHSTONE ADVISORS in 2021. Sequoia Sentinel clients typically have a minimum account size of $20 million. Sequoia Financial Group offers services to clients across the wealth continuum, including several specialized resource groups. It created Sequoia Sentinel to offer an array of tailored services, including asset management, tax management, wealth transfer, asset transactions, and charitable planning to meet the challenges inherent to generational wealth. Sequoia Sentinel is overseen by Annie McCauley, executive vice president and chief client experience officer of Sequoia. Sequoia Sentinel serves a unique classification of Sequoia's clients, representing about 55% of the firm's assets under management.
In conjunction with the new Sequoia Sentinel brand, Sequoia Financial Group unveiled a new website and refreshed its logo and mark. Sequoia was recently named by Barron's as one of the top RIA firms in the U.S. in 2023 for the fifth consecutive year. The ranking is based on assets managed, technology spending, staff diversity, succession
planning, and other metrics.