FAMILY OFFICE SERVICES
A common thread among all our clients is the desire to focus on what’s most important to them. That’s where our team can make a big impact with the gift of time and peace of mind.
A common thread among all our clients is the desire to focus on what’s most important to them. That’s where our team can make a big impact with the gift of time and peace of mind.
Our clients represent a broad spectrum – including families, individuals, closely held businesses, private foundations, and Single Family Offices. Seiler’s San Francisco Bay Area-based Family Office group manages many financial and administrative details that would otherwise consume our client’s time, freeing them to focus on their top priorities.
Creating a Family Office can mean a lot of different things. At Seiler, it means finding the focus among each client’s financial and administrative needs to create smooth processes for each individual family or entity.
Serving Families with Highly Complex Financial Worlds
Trust is key with any financial partner, and especially so for families whose net-worth ranges from tens of millions of dollars to several billion dollars. With greater complexities involved, our clients entrust us to help manage day to day tasks, including bill pay, payroll, and Human Resources, as well as financial reporting and oversight.
On-Demand Expertise
Our team deals with complex issues in the ultra-high-net-worth arena every day. While some matters might arise only once in a client’s lifetime, we deal with those same matters regularly and have a range of experiences to draw from.
Á La Carte Offerings
No two of our clients are alike, and we don’t expect them to be. Every engagement is highly tailored to what our clients need, and our services are scalable. We can serve as a fully outsourced provider to a high-net-worth family or provide a complement to an existing Family Office, business, or non-profit infrastructure.
Independent Advice
We don’t manage assets, oversee investments, sell insurance, or provide legal services. This frees us to focus on what we do extremely well: outsourced personal financial and administrative management and oversight.
Integrated Support
With nearly six decades of experience serving ultra-high-net-worth families and individuals, Seiler’s San Francisco Bay Area-based Family Office team has the ability to leverage the entire firm’s world-class expertise in tax, advisory, audit, and litigation support services. No matter what issues crop up, you’ve got the backing of an entire team of professionals.
For individuals, we can serve as a personal Chief Financial Officer + staff, overseeing and coordinating all aspects of a client’s complex world. We walk alongside our clients through major life and financial events, such as marriage, starting a family, complex liquidity events, asset and real estate acquisition, business succession, retirement, wealth transfer, and many others.
For multi-generational families, in addition to providing all the benefits of an outsourced finance department for the family, we provide advice and education around intricate family matters with intelligence and sensitivity. We can help facilitate family meetings, assist in the education of heirs about the family business and finances, as well as work with your other advisors to help a family establish and realize their legacy goals.
For Single Family Offices, we offer a phalanx of specialists who can take on interim coverage, due diligence projects, internal controls implementation and assessments, and other special projects that might otherwise exceed a Single Family Office’s current resources.
Bill Pay, Budget Creation and Cash Management
Payroll and HR Administration
Partnership, Small Business, and Private Foundation Accounting
Trust and Estate Planning
Fine Arts, Aircraft & Other Vehicle Ownership
Real Estate
Insurance Reviews and Risk Management
Internal Controls & Special Projects