Seneschal Family Office

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Client assets under management

$301,275,190

Clients

227

39% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,327,203

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat fees quoted for Limited Scope Consulting engagements, based on scope of services

Percentage

$1,000,000 - $3,000,000: 0.90% annually (Wealth Management Fees) $3,000,000 - $5,000,000: 0.35% annually plus fixed fee starting at $15,000 (Comprehensive Wealth Management Fees) $5,000,000 - $15,000,000+: 0.25% annually plus fixed fee starting at $25,000 (Family Office Services Fees)

Other

Account minimum: $500,000 Minimum fee: Fixed fees starting at $15,000 for Comprehensive Wealth Management and $25,000 for Family Office Services, negotiated per client Fee-only: Yes, firm is fee-only and does not receive commissions or 12b-1 fees

Main office location

Seneschal Family Office

2323 N. 30 Th Street, Suite 200

Tacoma WA 98403, United States

Number of offices

Most active in

California · Texas · Virginia · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (253) 460-3430

Advisors at this firm

Jeffrey L

CFP®, Series 63, Series 65

Tacoma, WA

Seneschal Family Office

Jeffrey Lang is a CFP® with 25 years of industry experience, currently serving as an advisor at Seneschal Family Office in Tacoma, WA. He has been with Seneschal Advisors, LLC since 2012. Seneschal Family Office provides financial planning, investment management, and comprehensive family office services to individual and high-net-worth clients. The firm follows a structured financial planning process and emphasizes diversified asset allocation using mutual funds, ETFs, and third-party independent managers.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Chad G

CFP®, Series 63

Tacoma, WA

Seneschal Family Office

Chad Glover is a CFP® with five years of industry experience, currently serving as a financial advisor at Seneschal Family Office in Tacoma, WA. He has held various roles within KeyBank and its investment services affiliates since 2017 before joining Seneschal. Seneschal Family Office provides financial planning, investment management, and comprehensive wealth services to individual and high-net-worth clients. The firm emphasizes a structured planning process and diversified asset allocation, combining a small advisory team with institutional-scale assets under management.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Candace D

CFP®

Tacoma, WA

Seneschal Family Office

Candace Duecker is a CFP® professional with eight years of experience currently serving at Seneschal Family Office. She previously worked at Threshold Group, LLC for nine years before joining Seneschal Advisors, LLC in 2018. Outside of her advisory role, she owns Soul Financial LLC, which provides consulting services focused on divorce financial planning and analysis. Seneschal Family Office serves individual and high-net-worth clients, offering financial planning, investment management, and comprehensive family office services. The firm employs a structured financial planning process and diversified asset allocation, combining mutual funds, ETFs, and third-party managers to align portfolios with client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

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