Who We Are
Wealth management that sets you free
Your wealth should:
- Liberate you
- Empower you to fulfill goals
- Fuel your aspirations
- Give you with peace of mind and clarity of purpose
- Help you take full control of your life
How to get there
SEI Wealth Network does more than help you manage your wealth. For individuals and families exceeding $20 million in net worth, SEI will help you set goals and priorities so you will:
- Discover exactly what you want to achieve
- Understand how your wealth should impact you, your family and community
- Free yourself from the everyday responsibilities of wealth management so you can live your life and pursue your passions
Support for your family office and other advisors
You might have a team of trusted advisors like lawyers, risk managers, accountants and real estate professionals. You might use a family office. SEI works with your current advisors to ensure your wealth is managed from a big picture, long-range view. By consulting with your advisors or family office, we help you establish goals and develop your Life & Wealth Strategy so your wealth works for you. Your wealth — and your life — are managed from every possible perspective.
Personalized management from a global leader
SEI Wealth Network is a division of SEI, a financial giant with operations in more than a dozen countries and a longtime leader in providing investment and wealth management
solutions. SEI’s clients include financial institutions, advisors and corporations. The SEI Wealth Network taps into the global financial resources of SEI to manage the wealth of affluent individuals and families.
As of September 30, 2009, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $383 billion in mutual fund and pooled assets and manages $156 billion in assets. Learn more about SEI and how our clients' success is our success.