Sequoia's Lending Solution gives advisors direct access to an institutional lending network — delivering competitive, customized credit across residential, commercial, specialty, and portfolio-backed structures for your most discerning clients.
The lending needs of high-net-worth clients are rarely straightforward. Complex income structures, concentrated wealth, multi-asset collateral, and cross-border considerations require a lending partner who understands the full picture — and can move with the speed and precision your clients expect.
Sequoia's Lending Solution was built specifically for advisors. We serve as your dedicated lending desk — sourcing, structuring, and coordinating the right credit solution so you can focus on the relationship and the broader wealth strategy.
You remain at the center of the client relationship throughout.
Curated access to institutional lenders across every asset class.
Rapid pre-qualification, clear timelines, and proactive communication.
All inquiries handled with the confidentiality your clients deserve.
A comprehensive guide covering all lending product categories — structured for advisor use and client conversations.
Submit a brief inquiry on behalf of your client and a member of our Lending Solutions Team will be in touch within one business day — ready to discuss the opportunity, structure the right approach, and begin the lender matching process.
All inquiries are handled with complete confidentiality. We work at your direction and your client's pace.
No commitment required — initial conversations are exploratory and confidential
Advisor-led throughout — you remain the primary relationship, we support the process
Expert guidance from a dedicated lending specialist on every inquiry, from first look to close
All loan types covered — residential, commercial, specialty, and portfolio-backed
From business M&A financing to jumbo residential mortgages, Sequoia's Lending Solution provides advisors with a single point of access to institutional-quality lending across every client need.
C&I, working capital, equipment financing, and SBA solutions for business-owning clients.
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Acquisition, bridge, construction, and permanent financing for office, retail, multifamily, and industrial properties.
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Bespoke financing for aviation, marine, franchise, medical practice, and other high-value specialty assets.
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Jumbo and super-jumbo financing for primary residences, vacation properties, and investment homes.
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Flexible home equity lines of credit for renovation, liquidity management, bridge financing, and consolidation.
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Securities-backed lines of credit — access portfolio liquidity without liquidating positions or triggering gains.
ExploreEvery lending engagement begins with a thoughtful conversation. Our team invests the time to understand the full picture — the client's goals, the structure of their wealth, and the specific challenge or opportunity at hand — before we ever discuss a product or term sheet.
Whether you join alone to explore options on behalf of a client, or bring your client to the conversation directly, we tailor the dialogue to what's most useful. There's no pressure, no pitch — just a collaborative working session.
We listen first — learning about the client's objectives, timeline, and any constraints that shape the right approach.
We walk through relevant lending options, explain tradeoffs, and share what we're seeing in the market for similar situations.
Together, we align on a recommended approach and outline next steps — lender outreach, documentation, and timing.
Conversations are available for advisors exploring options, or for advisors and clients together.
Choose the format that fits — a focused intro call or a deeper working session.
We adapt to whatever format best serves your client relationship.
Prefer email? We respond the same business day.
"Having a dedicated lending desk that understands our clients the way we do has been transformative. Sequoia's Lending Solution doesn't just find a lender — they help us design the right structure for each situation, and they do it with the same level of care we bring to every client relationship."— Sequoia Wealth Advisor
Materials and tools to help you introduce lending solutions to clients, navigate the process, and communicate value clearly.
A single-page visual overview of all six lending solutions — ideal for client meetings and introductory conversations.
Download One-PagerA comprehensive multi-page reference covering all of the lending solutions — lender network, process, and advisor workflow.
Download PDFReady to explore a lending solution for a client? Submit an inquiry and we'll respond within one business day.
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