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Sendero Articles
The History, Evolution, and Significance of Giving Tuesday
Service is one of Sendero’s core values. In alignment with that value, we are taking a moment to examine Giving Tuesday in our latest article.
November 17, 2023
Government Shutdown and What it Means
Every year, Congress must pass budget legislation for the next fiscal year by October 1st, consisting of 12 appropriation bills. Congress currently has not yet…
September 5, 2023
Preparing Your Family to be Good Stewards
In our last legacy article, we examined what it looks like to be a good steward of your wealth. Now let’s look at building your…
Tara D. Maxwell, PHR, SHRM-CP, Partner | Vice President
August 31, 2023
Stewardship and Families
Stewardship has many definitions, making the topic seem overwhelming and sometimes leading to more questions than answers. Discover what it means to be a good…
Scott R. McMillian, CPA, CFP®, Partner | Chairman
August 25, 2023
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 Articles
Hiking Mount Kilimanjaro
Just like hiking, investments require endurance. Discover how hiking and investments have parallel lessons through the eyes of Investment Advisor, Fabian J. Rodriguez.
Fabian J. Rodriguez, Investment Advisor
August 3, 2023
Sendero Articles
Lessons from the Tour de France
The Tour de France, the world’s most prestigious cycling race, showcases the remarkable synergy between individual effort and team strategy. Discover the similarities between investment…
July 28, 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
Understanding Diversification
When it comes to investing, one principle holds true: don’t put all your eggs in one basket. Discover the concept of diversification in this article.
July 6, 2023
Talking to Your College-Bound Kids About Money
Sending your children off to college is an exciting milestone in their lives, but it also marks a significant financial transition for you and your…
June 22, 2023
Will the U.S. Dollar Lose its Global Dominance?
The U.S. dollar replaced the British pound as the world’s reserve currency and the primary medium to buy and sell goods across the globe after…
Amaury de Barros Conti, Partner | Vice President Investments
June 9, 2023
Sendero Articles
Exploring Men’s Health: The Link Between Men’s Financial Health and Overall Well-Being
June is recognized as Men’s Health Month. While discussions about men’s health typically focus on physical and mental aspects, it is equally important to shed…
June 1, 2023

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