Insights

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…

We are proud of the culture our firm has created and love to celebrate the growth of our team members. Rodrigo Lopez started at Sendero®…

Service is one of Sendero’s core values. On Memorial Day, we remember the service of our fallen heroes and honor the men and women who…

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

Compound interest is a powerful tool in investing that builds wealth overtime. Discover the power of compound interest in this article by our investments team.

To ensure your family foundation is effective and achieves its intended impact, it is essential to design a carefully crafted giving plan that is focused…

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…

Charitable giving is an important part of philanthropy. Donor Advised Funds and private foundations are two popular ways that individuals can give back to their…

It’s almost never too early to start teaching your children to save and be fiscally responsible. Discover why teaching your children to be fiscally responsible…

An investment advisor helps you build a portfolio and allocate money across broad asset classes. But how to choose the right advisor? Our latest article…

The idiom, “never put all your eggs in one basket,” can be traced back to the 17th century Spanish novel, “Don Quixote.” That is exactly…

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…