SEI Family Office Services Solutions Overview

Constructed at the intersection of private wealth management, big four accounting experience and industry-leading technology, SEI Family Office Services delivers a comprehensive suite of proprietary software and service solutions have been purpose-built to serve the full universe of private wealth accounting, investment management and reporting needs — all through a single, integrated technology platform.

From in-house private wealth management software to high-touch outsourced consolidated reporting, partnership accounting and bill payment services, SEI Family Office Services offers solutions that are designed to help private wealth management firms better serve their ultra-high-net-worth clients.

Download an overview of our technology and outsourced service offerings to understand the various ways that SEI Family Office Services can help your firm become more effective and efficient.