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Family Office
Leading Successful Family Meetings
Family meetings dedicated to discussing finances can play a pivotal role in educating the next generation, fostering unity, and making informed decisions.
SENDEROfamily office
May 24, 2023
Family Office
Transitioning Family Office Leadership to the Next Generation
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…
SENDEROfamily office
May 3, 2023
Sendero Articles
Setting Financial Goals for Your Family
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…
Tyler Davies
March 15, 2023
Family Office
How Parents Can Help Kids Buy That First Home
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…
Sendero Wealth Management
February 1, 2023
Family Office
Why worry?
Edward A. Hart
December 16, 2021

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© 2023 Sendero Wealth Management, LLC. and Sendero Family Enterprise, LLC. Alternative investments may be offered by broker-dealer, Sendero Securities, LLC, member FINRA/SIPC, an affiliate of Sendero Wealth Management, LLC and Sendero Family Enterprise, LLC. Investment management services are not provided by Sendero Family Enterprise, LLC.

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