Archway (SEI)

SEI is a publicly traded financial services company with a dedicated Private Wealth Management division that serves high-net-worth individuals, families, and family offices. The division applies a goals-based wealth management framework supported by a team spanning investment strategy, financial planning, tax, estate, legacy planning, and philanthropic structuring. Rather than positioning as a technology vendor, SEI functions as an integrated advisory and operational partner where relationship management, investment strategy, and reporting sit inside the same organization.

The Private Wealth Management team is structured around named specialists assigned across distinct disciplines:

• Investment Strategists responsible for portfolio construction and market positioning
• Personal Business Managers coordinating cross-functional client plans
• Wealth Strategists covering estate, legacy, and philanthropic structures
• Reporting Analysts and Reporting Strategists handling performance and account-level data
• Legacy Planning and Philanthropic Solutions leadership for multigenerational and charitable giving

SEI's broader technology platform, used internally and licensed to institutions, is being consolidated onto a single infrastructure with API-first integrations, household-level planning data models, and standardized reporting. Clients of the Private Wealth division benefit from this operational depth without needing to build or manage it separately. For a family office comparing this to a pure advisory firm, the distinction is that SEI brings institutional-grade operational infrastructure alongside the advisory relationship.

Pricing is not publicly disclosed, and the offering appears oriented toward US-based clients. Families requiring highly bespoke governance structures or multi-jurisdictional legal entity management may find SEI less specialized than boutique multi-family office operators. The right fit is a family or principal seeking a single relationship that covers investment strategy, planning, and reporting without assembling a separate roster of service providers.

• Goals-based investment planning and portfolio strategy for high-net-worth families
• Estate and legacy planning
• Philanthropic structuring and charitable giving coordination
• Consolidated performance reporting and account-level data analysis
• Financial planning across tax, legal, and banking dimensions
• Prenuptial and family wealth transition planning

• Named investment strategists with CFA credentials
• Personal Business Managers for cross-disciplinary coordination
• Senior Reporting Strategists and Reporting Analysts for custom performance reporting
• Legacy Planning and Philanthropic Solutions directorship
• Goals-based wealth management framework
• Household-level planning data models
• API-first technology platform with standardized data architecture
• Wealth insights and market commentary published for clients

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated relationship managers and Personal Business Managers assigned per client