OUR SOLUTIONS

Family Office: Unique as the Family it Serves

Complexity, made simple

Multigenerational wealth needs a vision, plan, and measurable milestones. The intentionality that created the wealth must also be applied to sustaining it. Your family is your business, and your needs will evolve as your family grows — in size, experience, generations, and focus.

Multidisciplinary vision

Families need a repeatable, long-term plan that includes collaboration of professional advisors. The partners of Sendero^® bring decades of personal experience collaborating, managing processes, and working through complex projects. Success is the result of a team working on your behalf.

Operational leverage, managed

We bring decades of personal experience to each situation. Families need partners with experience that includes public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, philanthropic planning and management, and facilitation and training of next-generation leadership.

Charting a Personalized Path

The lives of family office clients are unique, multifaceted, and demand expertise. They require a dramatically different approach to address the needs of their full balance sheet and a comprehensive set of services, both financial and non-financial. We work closely to streamline operational management, provide structured planning, and seek opportunities for our clients whether representing and managing the wealth on behalf of a single-family office or leveraging a similar suite of services through a multifamily office.

Business advisory services

Asset liquidations and acquisitions

Analysis of complex family holdings

Complex intra family asset transfers

Succession planning

Family advisory board

Wealth transfer and legacy planning

Family office formation and structure

Oversight and consolidated reporting

Operational support and outsourcing

Next generation initiatives

Wealth education

Philanthropy and social investment

Let Sendero^® create a customized strategy to help maintain the strength of your family office.

Whether we collaborate with your existing family office, create a new single-family office, or you integrate into our established multifamily office, we offer the expertise, experience, and customized solutions that consider your total family balance sheet.

With our team you will find:

Real world experiences and independent viewpoints

Practical experience with multiple types of family offices

Assistance in formation, structure, and management

Streamlined management process and oversight

Enhanced structure of existing office with tailored solutions

Multigenerational planning and involvement

Collaboration with appropriate professionals

Cost-effective solutions to meet your needs

“The intentionality that created the wealth must also be applied to sustaining it. Your family needs will evolve as your family grows — in size, experience, generations, and focus.”