Insights

The continuity, vitality, and success of a family office hinge upon the active engagement of rising generations. Discover how cultivating succession can lead to a…

SENDEROfamily office was established in 2009 and is led by Roy H. Trice, Partner | SFE Family Office. Discover more about our family office practice…

Family meetings are valuable opportunities for your family to come together, review financial strategies, assess progress towards goals and adjust if needed, refresh and align…

Family meetings dedicated to discussing finances can play a pivotal role in educating the next generation, fostering unity, and making informed decisions.

A smooth transition of leadership in a family office is a delicate process that requires careful planning to ensure success. This article includes 5 tips…

Setting financial goals for your family can be a great way to de-stress the conversation around money. It sets clear expectations, helps avoid disappointment, and…

Our children never stop being our children, no matter how old they get. As parents we may feel compelled to help them when they need…