Sequent Asset Management, LLC
Financial ServicesView the employees at
Sequent Asset Management, LLC-
Jacob Grow Personal Financial Associate at Sequent Asset Management, LLC
-
Houston, Texas, United States
-
Rising Star
Donna Parker Executive Assistant-
Katy, Texas, United States
-
Top 5%
-
Overview
Sequent's family office is a holistic wealth management solution. Our services include a comprehensive review, analysis, and recommendations combined with the ongoing management for a family’s accumulating wealth in any type of account (personal, trust, retirement, charitable, etc.) to include asset allocation determination (by account and overall) and tactical adjustments to specific investment holdings over time in keeping with lifestyle changes and prevailing or anticipated economic and market conditions. Sequent’s family office management services include review, analysis, and recommendations across the seven key areas of a family’s personal financial situation: (1) Balance Sheet; assets and debts, (2) Cash Flow; income and expenses, (3) Accumulation; savings for retirement, college funding, etc., (4) Insurance, (5) Tax; income, capital gains, business, gift and estate, (6) Estate & Gift planning, and (7) Business/Succession planning.