Seneschal Family Office

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Tacoma, WA
Seneschal Family Office

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"Likes" by this account should not be considered endorsements and/or testimonials of any kind.

09/28/2026

We are delighted to welcome Suzi Fransen to Seneschal Family Office as our new Client Experience Coordinator!

Suzi brings more than a decade of experience in client service, operations, leadership, and process improvement. Most recently, she spent eight years with DaVita Kidney Care, where her work included leading teams, developing and improving processes, mentoring colleagues, facilitating training, and finding thoughtful ways to create better experiences for the people around her.

What stood out to us about Suzi was not only the experience she brings, but also the way she approaches her work. She cares deeply about people, pays attention to the details, and believes that exceptional experiences are often found in the little moments that make people feel seen, valued, and genuinely cared for. Those qualities make her a wonderful fit for Seneschal and for the families we serve.

Suzi is joining us as Heidi prepares for her retirement later this year, and we feel especially fortunate that the timing allows them to work side by side over the next few months. Heidi has shaped our client experience in countless ways over the years, and the opportunity for her to share her knowledge, relationships, and perspective with Suzi will help make for a very thoughtful transition.

Please join us in giving Suzi a warm welcome to Seneschal. We are so happy to have her on our team and excited for our clients to get to know her!

07/15/2026

Rare and exciting opportunity to join our team!

Seneschal Family Office is seeking a Client Experience Coordinator to join our team in Old Town Tacoma.

This is a special opportunity to step into a trusted role that has been thoughtfully shaped by a long-term team member who is retiring after nine years of dedicated service to our clients, professional partners, and team.

The Client Experience Coordinator is central to the warmth, professionalism, and care people feel when they interact with our firm. We are looking for someone who is highly organized, emotionally intelligent, service-hearted, and energized by creating a welcoming and polished experience for others.

This role is part host, part organizer, part problem-solver, and part culture-carrier. If you or someone you know would be a strong fit for this high-impact, relationship-centered role, we’d love to connect.

Bonus points if they have read Unreasonable Hospitality and share a passion for creating memorable experiences. IYKYK!

Learn more and apply here: https://www.indeed.com/job/client-experience-coordinator-cc5a52bffb67b8c6

07/04/2026

🇺🇸 Happy 250th birthday, America the Beautiful!

This weekend, we celebrate freedom and the generations before us who not only made it possible, but also helped extend the promise of life, liberty, and the pursuit of happiness to more people.

Independence isn't inherited by accident. It's protected. Nurtured. Passed forward.

We all share in the responsibility of stewarding that promise for future generations. We see the work we do today as our contribution to greater freedom tomorrow. It is an honor and privilege for our team to help families make thoughtful decisions that support financial freedom, long-term sustainability, and the legacy they hope to carry forward.

250 years of independence doesn't happen on its own. From sea to shining sea, may freedom continue to ring. 🗽

12/23/2025

As the year comes to a close, this season invites us to slow down, reflect, and savor the moments that matter most. ✨

Our team has loved celebrating the holidays together and enjoying the festive spirit and time with one another. 🎄🥂 A special thank you to Fircrest Golf Club for the incredible service and experience that makes our annual client holiday open house something our clients truly look forward to each year. We’re also so grateful to Erina McLaren and her son Mason for sharing their amazing musical talents and providing live music that added warmth and something extra special to the evening. 🎶 Ocean5 made our team holiday party absolutely fun and effortless. 🎳🎉 Throughout our celebrations, we sure missed Tara, who is currently away on maternity leave - but thanks to the most adorable photos she’s shared of her precious family, we’ve been able to share in her joy from afar. 👶💙

With deep gratitude for what brings us together, we wish you and your loved ones a joyful and blessed holiday season. Our office will be closed from December 24th through January 2nd, reopening on January 5th, as our team takes some time to power down and recharge with their families. 🎁

Happy Holidays from our families to yours and cheers to turning the page to a new year! 🥂✨

11/27/2025

Happy Thanksgiving from our families to yours! 🧡

Thanksgiving is a time to pause, reflect, and give thanks for the people and moments that fill our lives with meaning. It’s a reminder that gratitude and sharing with others grounds us, even in the busiest seasons. ✨

On this meaningful day, our team couldn’t let it pass without shining a bright light on Heidi’s 8-year anniversary. Her dedication, kindness, and steady presence have shaped our team in long lasting ways, and we are incredibly grateful for all she brings to everything she does. 🎉

Cheers to 8 years, Heidi! 🥂

10/24/2025

Today, we’re celebrating 3 wonderful years with Tara!! 🎉

From her first day, Tara has brought excellence, care, and heart to everything she touches. She’s the steady hand behind so many of the details that keep our client services running smoothly and the kind of person who always makes things better for those around her.

As she steps into her next adventure and becomes a new Mom, we’re celebrating not only her professional achievements but the beautiful growth happening in her life beyond work.

We’re so proud of you, Tara, and so grateful you’re part of the Seneschal story. 💛

10/15/2025

🌟 We recently had the privilege of supporting two prominent non-profits in our community.

Our first stop was Sound Outreach's Sound of Progress Luncheon - this time as a presenting sponsor and long-time champions of the incredible work they do providing free financial coaching to asset limited, income constrained and employed individuals. We were deeply moved by the authenticity and vulnerability woven through every story shared on stage, especially from the three Sound Outreach clients who bravely opened their hearts about their struggles and triumphs. It was equally inspiring to celebrate a new chapter for the organization as Jennifer Morrison was officially announced as Executive Director. Having poured her heart and soul into Sound Outreach since 2018, Jennifer is more than ready to lead its next season of impact.

Next, our team joined the Emergency Food Network supporting their mission to deliver 20 million pounds of nutritious food in 2025. For several weeks, we collected food donations from our generous clients, then delivered them to the EFN warehouse and helped repackage bulk food into family-sized portions. Together, our clients donated 361 pounds of food, and our team repacked 1,650 pounds of rice - one scoop at a time!

At Seneschal Family Office, we believe in stewarding resources where they can change lives. Supporting our community is more than service; it’s an investment in dignity, hope, and lasting transformation. 💙

09/26/2025

As we say goodbye to summer this week and welcome the crisp new season, we’ve been reflecting on the many meaningful moments we’ve shared in recent months with our clients, team, and partners. Time is sure flying by!💫

One special highlight was a women’s gathering we hosted for local clients navigating life after loss - through widowhood, divorce, or the ongoing challenges of caregiving. We spent the afternoon at Watson's Greenhouse and Nursery, creating beautiful terrariums and connecting over delicious food and drinks in their café. Watching these wonderful women laugh, share stories, exchange contact information, and even talk about starting a book club reminded us of the real magic in our work: creating space for connection, encouragement, and new beginnings. 🌱

We’re also grateful for the incredible team at Cheney Stadium, who helped us host a fun summer evening for the professional partners we collaborate with to serve our clients. Bringing together 40 colleagues to cheer on the wouldn’t have been possible without their dedication to premium hospitality. Time outside the office gives us a chance to connect as people - not just professionals - and deepen the relationships that make our work so impactful. ⚾

And once again, we had the pleasure of watching the Blue Angels from the water - an annual highlight made possible by Schwab. No matter how many times we attend, their spectacular performance never gets old.

As the days grow cooler and shorter, we look forward to the new pace this season brings. Here’s to a fall filled with growth, gratitude, giving and community. 🍂✨

08/07/2025

🎉 Happy 2-Year Workiversary, Chad! 🎉

Join us in celebrating our Associate Wealth Advisor, Chad! From day one, he’s brought dedication, heart, and thoughtful insight to all he does. Our clients adore him, our team admires him, and we all love when his sidekick Hugo (🐾) makes a surprise office appearance.

We’re so lucky and grateful to have Chad on our team. His presence and impact on those we serve is felt every single day. Fittingly, he’s out of the office today sharpening his skills at Dimensional Fund Advisors’ Applied Communications workshop in Seattle.

Thank you, Chad, for the energy, care, and excellence you bring to everything you do. Here’s to many more years of fun and growth ahead!

07/04/2025

Happy 4th of July! 🇺🇸

Today we celebrate the courage that has shaped our country across generations - the freedom, community, and spirit that bring us together.

We're especially grateful for the independence we have as a business to serve our clients in ways that are uniquely our own. As we help them achieve and sustain financial independence and take full liberty in pursuing happiness, we’re honored to deliver advice that is personal, thoughtful, and deeply aligned with their lives.

Wishing you a day filled with pride, gratitude, and a little bit of sparkle. ✨

Address

2323 N. 30th Street, Suite 200
Tacoma, WA
98403

Website

http://www.seneschalfamilyoffice.com/

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