At Sequent, our approach is to utilize the focused experience we have in working with families and their businesses. As a comprehensive multi‐family office, we specialize in helping families who have, had, or will have their own business; be it a multi‐generational family owning and running a closely held business, a high ranking corporate executive of a publicly traded or privately held company, or a professional with their own practice.
ABOUT SEQUENT
OVERVIEW
Sequent provides Family Office Wealth Management, Investment Management, Financial Counseling, and Portfolio Consulting and Fiduciary Coordination services to individuals, including closely held business owners, senior corporate executives, retirees, trusts, estates, charitable organizations and corporations or other business groups.
HISTORY
Sequent was formed in 2008 as a multi‐family office and professional investment management firm by Tim Hartzell and David Doll. As partners, we decided early on that what we were seeking to create was a boutique firm, a firm focused on serving highly ranking corporate executives, professionals and families that have, had or will have a closely‐held business.
We decided to be selective in who we work with, ensuring for our clients that our differentiation would truly be not what we do, but rather what our clients do and how we help them to do it better. We strive to provide client comfort and trust by being intimate, and connected with each family. We travel extensively to know and be a part of our clients’ lives, working with over thirty plus families in over a dozen states and several countries.
Proud to have celebrated fifteen years in 2023!
