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Sendero Articles
It Started With an Internship
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®…
Rodrigo Lopez, Senior Financial Analyst
May 25, 2023
Sendero Articles
Memorial Day
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…
SENDEROphilanthropy
May 25, 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
Investments
The Power of Compound Interest
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.
SENDEROinvestments
May 18, 2023
Philanthropy
The Importance of Charitable Giving Goals
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…
SENDEROphilanthropy
May 18, 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
Philanthropy
Donor Advised Funds vs. Private Foundations: What’s the Difference?
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…
Sendero®
April 20, 2023
Sendero Articles
Spend, Save, Give
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…
Elizabeth Flavin Crawford, Partner | CEO
April 12, 2023
Sendero Articles
Five Questions to Ask Your Financial Advisor
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…
Edward A. Hart, Partner | President
April 5, 2023
Investments
Asset Allocation and Diversified Portfolios
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…
Sendero®
March 23, 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
Sendero Articles
What’s Your Money Story
Have you ever thought about your money story? Your early interactions with money have a powerful impact on the way you spend and save, but…
Elizabeth Flavin Crawford, Partner | CEO
March 3, 2023