About SEI Family Office Services
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Dec. 31, 2021, SEI Family Office Services has $555 billion in assets on platform. For more information, visit seic.com/archway.
 
About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of Dec. 31, 2021, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com.

Investment Management

SEI Family Office Services

Ryan Laughon

Amy P.

Emily Angle

B Darrah

Constance R Walden

Jeanyce st-Victor

Hayden Pace

Nicholas Kieper

Michael H.

Steven Edelman

Eileen W.

Kevin Jackson

Mel Roberts

Brad Holifield

The Operations and Implementation team at SEI Family Office Services is responsible for streamlining the deployment of the Archway Platform and other operational services for family offices and financial advisors. This team ensures seamless integration of technology and processes, enhancing efficiency in accounting, investment management, and reporting. By collaborating with cross-functional teams and clients, they aim to optimize service delivery, manage client implementations, and support ongoing operational excellence.

Operations and Implementation

Software Development and Quality Assurance

Finance and Accounting

Client Services and Relationship Management

Operations and Implementation

About

Team members

Other teams at SEI Family Office Services

Software Development and Quality Assurance

Finance and Accounting

Client Services and Relationship Management