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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-2025
- Office Locations
- 1
Office Locations
About Sestante Family Office
Sestante Family Office is a discreet multi-family office serving ultra-high-net-worth families and individuals with high-touch wealth management and lifestyle advisory. The firm provides fiduciary, institutionally guided investment management that blends public and private market opportunities with risk management and long-term planning, aligning portfolios to client goals and values. Advisory is delivered through SEC-registered Sestante Wealth Management, LLC, with relationships including Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
BENJAMIN WILLIAM WHITE
Co-founder, Managing Partner
- CRD
- #6487515
- Ownership
- Less than 5%
DANIEL JEROME WHITE
Chief Compliance Officer, Co-founder, Managing Partner
- CRD
- #2950937
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $433,884,051 | $27,117,753 |
| Non-Discretionary | $0 | -- |
| Total | $433,884,051 | $27,117,753 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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