Seneschal Family Office

Seneschal Advisors, LLC DBA Seneschal Family Office is a registered investment adviser specializing in fee-only financial planning and investment management services. Established in May 2004 as Jon M. Duncan, CFP®, LLC, the firm later changed its name to Seneschal Advisors, LLC in September 2006. Operating under the trade name Seneschal Family Office since July 2023, the firm's owners as of December 31, 2023, are Jeffrey M. Lang, Candace E. Duecker, Tania P. Kaarvand, and Jon M. Duncan. Seneschal Family Office offers services ranging from limited scope consulting to comprehensive wealth management and family office services. The firm's investment strategies include long-term purchases and option writing, with a focus on asset allocation analysis and fundamental analysis. Seneschal Family Office manages assets on a discretionary basis, with a minimum account size recommendation ranging from $1,000,000 to $15,000,000+. The firm's fee structure varies based on the service level, with fees calculated as a percentage of assets under management. Seneschal Family Office uses Charles Schwab & Co., Inc. as the custodian and broker for client accounts, providing access to a range of investment products and services. The firm does not engage in performance-based fees and does not accept compensation for client referrals. Clients receive quarterly portfolio reports and have the responsibility to vote on shareholder matters. Seneschal Family Office does not vote proxies on behalf of clients. The firm has no financial impairment that would hinder meeting contractual obligations.