Multi-Family Office

Seneca Financial Advisors is a multi-family office because we work with many multi-generational families. We believe that a family’s financial resources should be viewed from a business standpoint — meaning that we utilize the same business principles and tools to run its affairs as are ordinarily used to manage a successful business. The driving rationale is that a family’s assets are better managed by a coordinated, highly skilled team dedicated to the needs and objectives of both the family and each of its individual members.

In the process of serving our families, we understand the importance of preserving family values and the independence of each individual family member. Different generations have different financial goals and objectives and through coordination and an understanding of the strategies each generation might utilize, we focus on strategies designed to minimize income and estate tax burdens and preserve family financial capital and help foster overarching family values.