Seneschal Family Office

Since 1894, Americans have been celebrating Labor Day as a national holiday. There is much to be grateful for in this tribute to the contributions worker's have made. Whether you will be enjoying a backyard barbecue, a long weekend getaway, or hitting up a big sale, we hope you take time for yourself and have a very Happy Labor Day!

Ever wondered about our name? Or what Seneschal means?

In Medieval France, noble households often assigned the management of domestic affairs to the seneschal. The role of the seneschal was to serve and advise the owner, consistently placing the owner’s interest ahead of his own.

Today, the English language equivalent of a seneschal is a steward. Like the medieval French seneschal, we see ourselves as stewards of our client’s estate, with a fiduciary duty to put their interests first.

We are thrilled to highlight Principal and Senior Wealth Advisor, Candace. Few things motivate her more than helping others lead more independent, financially resilient, and fulfilling lives which she has been doing for two decades.

Candace joined Team Seneschal at the start of 2018 after nearly 10 years serving ultra-high net worth families and individuals in a privately held, multifamily office. She has been invaluable to elevating our firm into the brand and culture you see today and creating the exceptional experience we provide our team, clients, and professional partners.

Candace's humble beginnings and upbringing in Texas taught her the power of personal grit, owning your story, and surrounding yourself with the best people. She believes we ultimately hold the pen that writes our story and works hard to help others see that for themselves. In 2017, she founded her own divorce financial consulting practice, SoulFINANCIAL where she still independently serves the financial needs of those going through divorce.

She leads a pretty adventurous life with her husband. They travel a lot and take great joy in making new memories with family and friends. Fun fact - within the past year, she flew 60 minutes in a L-39 Albatros fighter jet and got over 6 G-forces during maneuvers without getting sick or passing out. The pilot transferred control of the aircraft to her, and she also got to control the jet while being coached through banking turns and rolls.

We stepped out of the office last Friday and headed over to Crystal Mountain to take in the beauty of our PNW summer. At the top of the gondola ride, we got a bite to eat at the Summit restaurant which serves a great lunch and is surrounded by magnificent views. Our team had a wonderful day road tripping together to the mountain sharing stories and venturing away from our usual spots around Tacoma.

We are proud to spotlight our Managing Principal and Senior Wealth Advisor, Jeff. His passion for helping others began at Charles Schwab where he spent the first 17 years of his career and also where he met our founder, Jon Duncan. He has been serving the personal financial needs and goals of individuals and families for 30 years.

Jeff joined Seneschal to provide succession for Jon and to more directly help families succeed in their financial plans while living enriched lives. He has been key to growing our firm, attracting the best people to join our team, and building on the foundation of our core values. He takes immense joy in building relationships and approaches this with the belief that they can be lifelong and fulfilling.

Jeff grew up in WA and is big time supporter of his alma mater, the Washington State Cougars. He and his wife have raised 3 successful young men who are all well on their way to doing great things in life. He enjoys regular rounds of golf with his close friends and spending time with his wife and 3 kids traveling together or boating around the PNW.

A fun fact about Jeff is that he used to be a pole vaulter! He is an Assistant Track Coach for Gig Harbor High School and has coached the pole-vaulting event for many years.

We would like to congratulate Chad on an outstanding 1st year with Seneschal Family Office! As our Financial Planner, his favorite part of working with our clients is connecting their story and core values to their financial goals. He also leads our Financial Planning Committee and is always looking for ways to enhance our financial planning process and client experience. We couldn’t be happier to have him as part of our team.

Join us in introducing the founder of Seneschal Family Office, Jon M. Duncan!
Jon graduated from Claremont McKenna College with a bachelor’s in Economics. He then went on to get his Master of Business Administration from the University of California at Berkeley. In 1979 Jon moved up to beautiful Washington to continue his career in the banking industry overseeing the formation of a new bank and bank mergers and acquisitions. Finally, in 1989, Jon decided to start his own financial planning business, which in 2004 became Seneschal Advisors, LLC.

The main goal was to be committed to the clients and keep up with the evolving industry. Jon wanted to make sure that when clients decided to retire, they had a long-term succession plan that would make it easy for them to do so.

In 2012, Jon decided it was time to discuss a succession plan for the company, so he brought Jeffrey Lang to join as a partner in the firm. Jon enjoys sailing with his wife on their vintage clipper-rigged sailboat in his free time.

Team Seneschal here to spread some holiday cheer! We look back on 2023 with complete joy for all the ways we’ve grown.

We kicked off the year committed to our vision to make the family office experience more accessible and approachable. We thoughtfully rebranded all aspects of our business and relocated to new, larger office space that amplifies our warmth and enhances our client experience. Over the summer, we had the pleasure of a client’s son join us for an internship. Heading into the last half of the year, our team grew with the addition of two talented professionals, and we successfully converted and upgraded our relationship management software. We made time for community and connection, attending several conferences, sponsoring local charitable organizations, and hosting two client events. None of this would have been possible without the remarkable relationships we have.

From our families to yours, cheers! We wish you a jolly holiday season and Happy New Year.

Are you wondering what midterm elections mean for the markets?
Read more on our blog:

https://seneschaladvisors.com/midterm-elections-what-do-they-mean-for-markets/

Midterm Elections: What Do They Mean for Markets? | Seneschal Advisors It's almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions....

Supporting our community - last Friday, Team Seneschal had the pleasure of volunteering at Eloise's Cooking Pot Food Bank. Read more on our blog.

https://seneschaladvisors.com/supporting-our-community/

http://themadf.org/eloises-cooking-pot/

Supporting Our Community | Seneschal Advisors

Graduation season is here, if you are looking for gifts that keep on giving check out the ideas on our blog.

https://seneschaladvisors.com/graduation-gifts-that-can-keep-on-giving/

We are looking for a Financial Planning Specialist to join our team!
Apply via linkedin jobs below:

https://www.linkedin.com/jobs/view/629618707/

www.linkedin.com

Estate Planning. What will your final wishes convey?

https://seneschaladvisors.com/estate-planning/

Estate Planning | Seneschal Advisors What will your final wishes convey? When it comes to estate planning, there are a lot of decisions to be made. If you do not outline those decisions in legal

“While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing."

Read more on DFA’s article at Seneschal Advisors Blog.

https://seneschaladvisors.com/recent-market-volatility/

Recent Market Volatility | Seneschal Advisors "While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing." Read