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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 future
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
Your Vote Matters: Bexar County Primary Elections
Early voting in Bexar County is well underway. With Election Day right around the corner, voters have the opportunity to help select candidates for local,…
Edward A. Hart, Partner | Chairman
February 26, 2026
Articles
Grantmaking for Success: Stewarding Generosity with Intention
We believe that philanthropy reaches its fullest potential when generosity is matched with structure and purpose. Discover more about stewarding generosity with intention in our…
Sendero Foundations & Philanthropy
February 20, 2026
Videos
Monthly Market Recap: January 2026
Our first Market Recap of 2026 is here. Join Amaury as he revisits what happened in the market during the month of January.
Amaury de Barros Conti, Partner | Vice President Investments
February 10, 2026
Videos
2026 Market Outlook: Bull-Bear
Join our investment team for a discussion on our 2026 market outlook, featuring bull, bear, and base case scenarios. They also revisit key themes that…
Sendero Investments
February 5, 2026
Articles
New Year Financial Planning: A Checklist for Your Financial Health
January is a great month to pause, reflect, and set a clear course for your family’s financial well-being. In this article, you’ll find a practical…
Sendero®
January 22, 2026
Articles
Living Our Values: My Personal Decision to Become a Sendero Client
This article offers a unique, personal perspective on Sendero’s culture, seen through the eyes of Ian Sale, our Partner | President | Chief Operating Officer.
Sendero®
January 7, 2026
Videos
Merry Christmas!
From our families to yours, we wish you a very Merry Christmas and Happy New Year!
Sendero®
December 25, 2025
Articles
The Gift of Time: Building New Traditions in Seasons of Change
The holidays remind us that life moves in cycles—loss, joy, and change. This season, focus on what truly matters: time together. Instead of falling into…
Sendero®
December 19, 2025
Articles
Cybersecurity Tips to Protect You and Your Family in the Age of AI-Driven Threats
As artificial intelligence continues to advance, cybercriminals are leveraging these technologies to create more sophisticated and personal threats. With over 1,300+ AI-powered tools now available…
Sendero®
December 10, 2025
Videos
Monthly Market Recap: November 2025
November was a dynamic month for investors. In November’s Market Recap, Amaury shares his insights on market volatility, global equities and emerging markets, and more.
Amaury de Barros Conti, Partner | Vice President Investments
December 9, 2025
Wealth Podcast
This is Wealth – Living Life Richly: Episode 14
In this episode of This Is Wealth, host Liz Crawford sits down with entrepreneur and creative thinker Jason Turner to explore what success really looks…
Sendero®
December 3, 2025
Videos
Sendero Thanksgiving 2025
Family is at the heart of everything we do, and that value shines even brighter as the holiday season approaches. This week, we gathered around…
Sendero®
November 14, 2025
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