SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management, and reporting needs of family offices, private banks, wealth advisors, and alternative asset managers. SEI Family Office Services offers a specialized platform and high-touch services tailored to managing the financial complexities of ultra-high-net-worth individuals and families.
The core of SEI Family Office Services' offering is the Archway Platform, a solution designed to streamline complex partnership, portfolio, and corporate accounting processes. Their technology also enables efficient bill payment, investment management, and aggregation of multi-asset class data, making it easier for advisors and family offices to serve UHNW clients and manage intricate financial structures. As of December 31, 2021, SEI Family Office Services reported $555 billion in assets on its platform, highlighting its significant role within the industry.
SEI Family Office Services is part of SEI (NASDAQ: SEIC), a broader financial technology and investment solutions provider. SEI serves corporations, financial institutions, and ultra-high-net-worth families, managing, advising, or administering approximately $1.3 trillion in assets as of the end of 2021. For more company background, see the SEI Family Office Services About page.
Who Uses SEI Family Office Services?
SEI Family Office Services primarily serves:
- Family offices
- Private banks
- Private wealth advisors
- Alternative asset managers
- Ultra-high-net-worth individuals and families
- Financial institutions seeking to support UHNW clients
These customers rely on SEI Family Office Services for technology and outsourced solutions that simplify intricate financial operations, data aggregation, and reporting across diverse asset classes.
How Was SEI Family Office Services Started and Who Leads It?
SEI Family Office Services was established to address the specialized needs of family offices and wealth advisors managing complex, multi-entity portfolios. The leadership team brings expertise across operations, technology, and strategy, ensuring the delivery of both robust software and outsourced services. Key leaders include:
- Sandy Ewing, Executive Vice President of SEI, Head of SEI Family Office Services
- Aimie Hanson, Chief Revenue Officer
- Clay Sandberg, Director of Operations
- Eric Vicars, Director of Implementations
- Brad Holifield, Director of Technology - Archway Platform
- Chelsea Francis, Head of Strategy
What Makes SEI Family Office Services Distinctive?
SEI Family Office Services distinguishes itself through its combination of award-winning technology (the Archway Platform) and high-touch outsourced services. This dual approach enables clients to efficiently manage complex accounting, investment, and reporting tasks while maintaining flexibility and scale. The company's ability to aggregate data across multiple asset classes and entities is especially valued among advisors to UHNW individuals and families.
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