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Sendero Articles
Cultivating Succession: Involving and Engaging Rising Generations in the Family Office
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
August 18, 2023
Sendero Videos
Discovering SENDEROfamily office
SENDEROfamily office was established in 2009 and is led by Roy H. Trice, Partner | SFE Family Office. Discover more about our family office practice…
Elizabeth Flavin Crawford, Partner | CEO
August 3, 2023
Sendero Articles
Enhancing Your Family Meeting
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…
SENDEROfamily office
July 13, 2023
Sendero Articles
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
Sendero Articles
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, Investment Advisor
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, Partner | President
December 16, 2021