A complete list of active advisors currently associated with Seneschal Family Office

Warmer can help you find a great advisor at Seneschal Family Office or one who fits your needs even better.

Seneschal Family Office serves high‑net‑worth and individual clients, multi‑household families, and employer‑sponsored retirement plans, providing financial planning, portfolio management, and family office services. The firm operates as a fee‑only advisory, delivering planning deliverables and ongoing investment management across a range of account types, including held‑away qualified accounts and participant‑directed retirement assets. The firm’s investment work is structured around written Investment Policy Statements, a focus on strategic asset allocation using mutual funds/ETFs and third‑party managers, and periodic portfolio reviews with discretionary trading and rebalancing. Seneschal also employs longer‑term purchase strategies and may use option strategies and independent managers as part of implementing client allocations. Compared with many peers, Seneschal manages roughly $300 million with a three‑advisor team while offering family office‑style services (including coordinated multi‑household arrangements and limited in‑house tax filing support) that are priced and delivered alongside AUM‑based management. It also provides ERISA 3(38) fiduciary services for retirement plans and relies on a third‑party held‑away platform to view and manage qualified assets — a specialized operational approach that requires client credentialing and involves a split of platform economics.

To learn more about the advisors currently working at Seneschal Family Office, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.