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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
Firm Announcement: New Partners
We are thrilled to announce the elevation of five employees to Partner status! Join us in congratulating Anne Chilton, Kristina G. Craig, David Dale, Tyler…
Elizabeth Flavin Crawford, Partner | CEO
April 25, 2025
Articles
Golf vs. Investing: Part 3
The 2025 Masters have concluded, and Rory McIlroy has claimed victory. In the final article of our 3-part series, we examine the similarities between Rory’s…
Rodrigo Lopez, Partner | Director of Due Diligence
April 17, 2025
Videos
Monthly Market Recap: March 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
April 7, 2025
In The News
Codey Flickinger, CPA, is Featured in San Antonio Business Journal’s People on the Move
Codey Flickinger, Director | SFE Family Office was recently featured in San Antonio Business Journal’s People on the Move publication as thy newest team member…
Sendero®
April 4, 2025
Articles
What is Financial Literacy Month?
Celebrated during the month of April each year, Financial Literacy Month is dedicated to promoting financial education and empowering individuals to make informed financial decisions.…
Sendero®
April 4, 2025
Articles
Golf vs. Investing: Part 2
In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and…
Rodrigo Lopez, Partner | Director of Due Diligence
April 4, 2025
Articles
Golf vs. Investing: Part 1
In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and…
Rodrigo Lopez, Partner | Director of Due Diligence
March 27, 2025
Articles
Philmont Journey – Part 3
Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his…
Amaury de Barros Conti, Partner | Vice President Investments
March 21, 2025
Articles
Tips for Navigating Tax Season
Tax season is here and can be a stressful time for many, but with the right preparation and knowledge, you can make the process much…
Kristina G. Craig, CPA, CGMA® - Chief Financial Officer | Vice President Estate & Tax
March 14, 2025
In The News
Kristina G. Craig, CPA, CGMA®, is Recognized in San Antonio Business Journal’s People on the Move
While retaining her role as Chief Financial Officer, Kristina was recently named Vice President Estate & Tax, where she serves as an in-house advocate for…
Sendero®
March 7, 2025
Videos
Monthly Market Recap: February 2025
In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of…
Amaury de Barros Conti, Partner | Vice President Investments
March 7, 2025
Articles
Philmont Journey – Part 2
Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his…
Amaury de Barros Conti, Partner | Vice President Investments
February 27, 2025
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