SENESCHAL FAMILY OFFICE
SEC RegisteredYour Financial Partner Through Life's Transitions
About the firm
Seneschal is an independent, fee-only wealth management firm serving clients domestically and abroad, delivering objective advice at the elite standard of fiduciary multi-family office services. The firm custom designs, implements, and monitors financial plans reflective of clients' core values and goals. Seneschal is paid exclusively by its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary multi-family office services including financial planning, retirement planning, business succession planning, unexpected wealth management, long-term illness planning, death of a spouse planning, and divorce planning.
Who they serve
Clients who have experienced major life transitions such as retirement, the sale of a business, inheritance, illness, loss of a spouse, and divorce, served domestically and abroad.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 138 | $57M |
| High Net Worth Individuals | 89 | $244M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management | 0.90% |
| Comprehensive Wealth Management | 0.35% |
| Family Office Services | 0.25% |
| Held Away Management | 1.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SENESCHAL FAMILY OFFICE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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