Sendero Wealth Management

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Sendero Wealth Management Overview

Type
Multi Family Office

General Information

Sendero Wealth Management is a multi-family office headquartered in San Antonio, United States. Founded in 2008 after spinning out of Redstone Consulting, the partner-led firm advises affluent multigenerational families and select institutions on investment strategy, estate planning, and philanthropy. Sendero oversees several billion dollars in client assets and aligns its advice with core values of trust, honor, respect, service, and family—delivering integrated wealth management and family office solutions.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
San Antonio, TX, United States

Portfolio & Notable Allocations

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