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Why Sendero
®
What Makes Us Different
People
What Matters to You
Discovery
Maintaining my lifestyle
Preparing for the next phase of life
Family Engagement
Preparing each generation for the feature
Educating my kids about money
Foundations & Philanthropy
Teaching my family to give
Charity is important to me
Family Office
Simplifying my life
Organizing my assets and planning for the future
The Women’s Initiative
Empowering women to achieve financial freedom
Working with other women
Investments
Unbiased and personalized financial advice
Accessing investment that work for me
Individuals | Families
Institutions
People
Insights
Contact
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Videos
Independence and Family
By
Scott R. McMillian, CPA, CFP®, Partner | Chairman
July 7, 2021
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