Private wealth management

Helping you see the complete picture.

We work with successful individuals, families, business owners, and executives who have an entrepreneurial mindset focused on personal and financial achievement.

Better decisions start when you can see the complete picture—and track progress toward what matters most. We assist families in thinking through and planning for the complexities associated with sustaining their wealth and transitioning their family values and assets to future generations. Helping our clients manage the often competing and technical advice of their financial, investment, accounting, legal, and tax advisors to allow them to achieve optimal outcomes for themselves, their families, and their communities.

“My team at SEI have provided security, guidance and massive amounts of reassurances and financial education after the death of my husband. I simply could not have done it without them. Every single milestone, from the selling and purchasing of our homes, to purchasing health insurance, vehicles, my oldest child's entering college, remarriage, tax work - literally every milestone in our lives since we joined the firm we have been guided by our SEI team.”*
“SEI has allowed us to live the life we hoped for as well as helped us enrich our children's lives.”*
“It has truly been great support to work with SEI Wealth Management team for 20+ years. The team has guided us, then me through many personal challenges in my life. They have always been there and continue to offer sound advice.”*
“Milestones that our team at SEI has helped us achieve are: Creating a new investment plan, Creating a donor advised fund, Launching the process of redoing our estate plan, Working on streamlining our tax planning.”*
“The team does a good job of future scenario planning showing confidence intervals around how much we'd need under various scenarios. SEI has also been helpful in checking our property and casualty insurance to make sure it is appropriate.”*
“The revised plan has been terrific, and adaptive to our evolving life.”*

Our proprietary discovery process.

Each new relationship begins by leading clients through our proprietary discovery process, during which we help them identify and articulate their priorities (Goal-driven Wealth Strategy). It results in an Action Plan customized to deliver specific outcomes as defined by you during the Discovery process, including lifestyle, wealth distribution, and other objectives. From there, words quickly move to action.

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Do I have enough for the lifestyle I want? What happens with my wealth if something happens to me? Am I having the impact I want? What am I missing?

These may be the most difficult questions people ask about their wealth, and it’s because they haven’t had the right guidance to fully explore the answers. We can help you define success in your unique terms.

Using the SEI Discovery Board, you and your significant other identify and prioritize life goals. The exercise challenges assumptions about what you want to do, from what lifestyle you want to have to the legacy you want to leave behind.

Too many financial institutions say they are doing discovery. What they mean is they’re just filling in a standard questionnaire and collecting your financial statements. We pair what’s learned from the discovery board with quantitative data, such as cash flow, assets, and liabilities to create a comprehensive picture of you and your wealth.

This discovery leads to an aha moment, a real breakthrough, where new decisions are made. The SEI Discovery Board process literally helps set your strategic direction. Our approach is a self-discovery approach, which makes the sense of ownership very different and creates a true partnership rather than a service relationship.

Our discovery process will help you have a clearer, more informed vision of your goals. All of a sudden, we’re elevating people into being able to clearly define on their own terms, rather than financial services terms, what the outcome is, what success is.

SELF

96%

satisfied with progress toward financial goals*

FAMILY

98%

client retention over the past three years*

COMMUNITY

96%

would recommend SEI PWM*

Let’s have a conversation.

*Client testimonials were collected from the 2025 SEI Private Wealth Management Client Survey. The survey was distributed to approximately 130 Private Wealth clients, with data gathered from rom 2/6/25-2/28/25. A total of approximately 83 Private Wealth clients responded to the survey. Participants were not provided any compensation for their involvement. Quotes shown are from existing clients that have had a relationship with Private Wealth for 1 to 25 years.

Legal disclaimer:

SEI Private Wealth Management is an umbrella name for various wealth services provided through SEI Investments Management Corporation, a registered investment advisor. Investing involves risk including possible loss of principal.

Aligning the balance sheet to your priorities.

Your wealth is more than a portfolio. It supports your lifestyle, your family, and the impact your want to make—today and for generations to come.

Our proprietary wealth technology brings all your cash flow, assets, liabilities, entities, public, and private assets together into a “single source of truth” and then we map each asset to the priorities and goals defined by you during the Discovery to help you answer the questions that matter most.

How best do I support my lifestyle (now/later)?

What if something happens to me (beyond my Will)?

Is my wealth having the impact I want it to have (family/community)?

Am I missing something?

Our approach: Know your wealth.

Once your resources are organized against your goals, we design a multi-goal, multi-portfolio wealth strategy in which each goal (whether preservation or aspirational) is assigned its own risk tolerance, time horizon, and return target. This sophisticated strategy incorporates cash flow, tax management, risk management, and generational impact.

Through guided conversations, we help you clarify what most important across self, family, and community.

We translate your vision into clearly defined goals and connect them to quantitative data—such as cash flow, asset, and liabilities.

Rather than manage wealth as a single portfolio, we use a multi-goal, multi-portfolio approach with an emphasis on tax management.

SEI Private Wealth Management serves as your lead advisor, integrating expertise and delivering clear recommendations.

Life changes—and your plan should too. We bring new ideas across the financial disciplines.

Our proprietary digital experience provides a consolidated view of your financial life.

Our Advice Hub.

Our clients use the Digital Wealth Dashboard (watch video here) and work with a private client Wealth Advisor who leads a team that curates resources across SEI on your behalf.

Investment advisory

Scenario analysis
Liability-Driven Investing/Goals-directed wealth allocation design (UMH)
Portfolio construction
Passive and Active ETF/Factor/UMA
Alternative investments
Manager research and access
Tax optimization

Legacy and estate

Testamentary planning
Family giving and tax strategies
Advanced Wealth Transfer (i.e., ILIT, GRAT, and SLAT)
Trust management
Family education and communication
Philanthropy

Cash flow and reporting

Cash forecasting and tracking
Banking
Lending solutions
Balance sheet aggregation
Goal progress
Financial reports
Document vault
Advanced alternatives reporting

“It has been so very much appreciated that you took the time to meet with us as a family together with our daughter. To work with all of us on our goals has been so helpful.”*
“I sleep well at night even in today's tumultuous market, because I know I'm invested in solid companies and bonds, and will be protected. Thank you Jen and the whole team at SEI!”*
“We feel secure with the portfolio you have managed, and trust the recommendations. Big milestones include putting money away for our two adult kids' college, and then helping them manage the money that was left over and watching that accrue in value.”*
“My wife and I have been clients for several years and have been key in helping facilitate access to many areas that touch on the financial aspects of our life. We consider everyone we work with to be part of our family, and we feel very fortunate that they seem to treat us in very much the same way.”*
“Being able to preserve capital and continuing to be able to gift proceeds to family members regularly; thus, providing added resources to help them reach their goals.”*

What it’s like to work with us.

SEI makes it easier for you to get things done. We uniquely integrate the process from front to back. If you think about it, this is actually a system you’d build, if you built it yourself—laser-focused on your goals, constantly reviewed and adjusted, and designed to last across generations.

Let’s have a conversation.

Legal disclaimer:

A smarter way to run your Single Family Office.

Integrated advice and asset management, institutional-grade technology, and a seasoned team so you can focus on the family.

SEI delivers a modern family office solution designed to bring clarity, control, and coordination to complex wealth structures. This includes goal-directed planning, institutional investment access, consolidated reporting, and trusted custody and Personal Trust Services. We work with families and their offices with multi-entity balance sheets, operating companies, trust, private investments, and philanthropy.

Our Single Family Office platform is made up of integrated services that your office can consume in part or in whole.

Financial Data Aggregation. Public, private, and personal assets aggregated and reconciled to SEI’s Wealth General Ledger and available through your digital portal.
Cash Flow Forecasting. Forecasting and tracking of capital calls and commitments.

Investment Advisor and Management. Asset allocation and access to public/private markets
Investment Analytics and Reporting. Custom dashboards, reports, and portfolio metrics.
Custody and Trust Services. Safekeeping of assets and Personal Trust Services.

Balance Sheet/Cash Flow Reporting. Customize chart of accounts and cash management.
Integrated General Ledger. Organize assets across entities and generations.

“You helped craft our investment philosophy and strategy and were instrumental in helping us lay down the base of our investment pyramid with tax-free municipal bonds. You have been with us every step along the way in building on and expanding that pyramid.”*

What it’s like to work with us.

Personalized Family Dashboard
Integrated advisory, investment, and reporting team
Enhanced structure without disrupting existing advisor relationships

Clarity and transparency across entities and assets
Faster decision-making via goal‑directed planning
Operational resilience and security

Let’s have a conversation.

Legal disclaimer:

Integrated Private Client Team.

We bring a mix of expertise to solving our client’s unique problems or needs. Our team comprises a range of business, investment, tax, financial planning, legal, estate, banking, and operational expertise. We’re dedicated to challenging traditional thinking, putting clients first, and exploring every possibility when advising clients. The team works together to make what could be complex into something easy and organized for you.