Family Office · San Francisco, CA, United States
Sequent Real Estate + Wealth Management is a client-focused advisory firm specializing in passive real estate investments, 1031 and 1033 exchange tax-deferral strategies, and wealth management services. Founded by a team with deep experience in real estate and financial advisory, the company serves investors and sponsors by structuring joint venture real estate transactions and providing consulting and portfolio support. Headquartered in San Francisco with additional offices in Los Angeles and Denver, Sequent emphasizes long-term client relationships and solution-based advice tailored to individual financial objectives.
Business models
services
Customer segments
High-net-worth individuals, Financial advisors
Geography
US
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Sequent Real Estate + Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Sequent Real Estate + Wealth Management alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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