INDIVIDUALS & FAMILIES

Financial data organized to fit how you think

Monitoring progress through reporting should be simple and meaningful. And while investment transactions, balances and benchmarks all have their place, it is far more important to know if you are:

• On Track: Meeting your defined targets for financial and personal success
• Making the Right Decisions: Effectively aligning resources to support your lifestyle, family and community goals
• Identifying Key Trade-offs: Easily seeing trade-offs, the impact of cash, markets, and spending on your portfolio

Information in the context of your goals

We collect and store all of your financial information securely online-- wills, trusts, power of attorneys, insurance policies, and tax returns.  We aggregate all of your account information from third-party providers, hedge funds, and private equity investments.  Then, we reorganize that information into three levels - decisions, summaries, and details- and map them to each of your goals.

Self, Family and Community scorecards

Your Personal Scorecard quickly lets you see the big picture. It highlights goal targets versus actuals, shows the impact of key financial drivers on results, and offers expert insights into what it all means. Scorecards put you in control and answer the following questions:

• Am I spending more or less than I expected?
• Are each of our children benefiting equally from our gifting?
• Is my charitable gifting having an impact?
• Are my investment portfolios doing their part?

Cash Flow Summary and Trended Net worth Sample Reports

Organized around goals and resource type, summaries give you insight into trends and outliers.  For example, your twelve months of top-line spending, trended net worth or allocation of all resources to a specific goal.  When we look for opportunities to more efficiently spend, allocate, or draw-down, we start here.

Cash Flow Source, Balance Sheet and Goals-Based Statement Sample Reports

Sometimes you just need to dig deep. We go beyond simple investment transaction detail and offer access to key financial documents and third-party account information -- without going to the file cabinet or calling four institutions to get what you need. You have access to balance sheets, investment accounts, tax and source, use of cash, and many other details.

For more information or a sample package of all our reports, contact us today at SEIPrivateWealth@seic.com, call 1-888-551-7872, or sign up for periodic email communications.

SEI Private Wealth Management, formerly SEI Wealth Network ® is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.  There are risks involved with investing, including possible loss of principal.