Private banking and wealth advisory
Working with private banks and wealth advisors
Sequent works closely with global leaders in private banking for ultra-high net worth families. Our existing partners are able to offer financial products for existing, and soon-to-be-established asset holding structures to support the financial and succession objectives of our shared clients.
Specifically, we work with a mix of client relationship leaders, family office advisors and internal wealth planning teams to enable wealth preservation, accumulation and transition across generations. Many of our structures often require wealth management mandates that necessitate the need for growth in existing private banking relationships, or establishment of new relationships.
To learn more about how we work alongside private banks firms, reach out to us via the form below.
Partner with us
If you are interested in partnering with us, submit the form below and a member of our team will be in contact to assess opportunities to work alongside your business.