About SENESCHAL FAMILY OFFICE
SENESCHAL FAMILY OFFICE is a leading financial advisory firm that serves individuals, families, and businesses across the United States. With over 20 years of experience in the industry, SENESCHAL FAMILY OFFICE has established itself as a trusted and reliable partner in helping clients achieve their financial goals. The firm’s team of experienced professionals is dedicated to providing personalized and comprehensive financial planning and investment management services to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning and investment management services
- Empowers clients to make informed and strategic decisions about their finances
- Helps clients achieve their financial goals
Facts and Insights
SENESCHAL FAMILY OFFICE has a proven track record of success in helping clients achieve their financial goals. Some key facts and insights about the firm include:
- Over 20 years of experience in the financial industry
- Expertise in a wide range of financial services
- Team of highly qualified and experienced professionals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
SENESCHAL FAMILY OFFICE offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance services
Client Types:
SENESCHAL FAMILY OFFICE serves a diverse range of clients, including individuals, families, and businesses. The firm works closely with each client to develop a customized financial plan that meets their unique needs and goals.
Fees & Compensation
SENESCHAL FAMILY OFFICE believes in complete transparency when it comes to fees and compensation. The firm charges a management fee based on a percentage of assets under management, with no hidden fees or commissions. This ensures that the firm’s interests are aligned with those of its clients, as they only succeed when their clients succeed.
Background
SENESCHAL FAMILY OFFICE was founded by John Seneschal, a highly experienced financial advisor with over 30 years of experience in the financial industry. He started the firm with the belief that financial success is achievable for everyone with the right guidance and strategies. Through his leadership, the firm has grown to become a leading financial advisory firm with a strong reputation for providing exceptional services to its clients.
Financial Advisor Disclosures to Know
As a financial advisor, SENESCHAL FAMILY OFFICE is committed to upholding the highest standards of ethics and transparency in its business practices. The firm follows all regulatory guidelines and fully discloses any potential conflicts of interest to its clients. It also maintains a clean record with no disciplinary actions or sanctions against it.