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Sendero® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners bring decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We create a sustainable, repeatable, long-term plan for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women.
Olemme suomalainen perheyhtiö, joka sijoittaa kestävään omistamiseen ja hyvään työkulttuuriin.
Tweed Financial Services is a San Marino, CA-based company in the Financial Services sector.
Oak Hill Invesments is a Menlo Park, CA-based company in the Financial Services sector.
FNEX is “The Alternative Investment Marketplace” connecting accredited and institutional investors to investment opportunities in private companies, private investment funds (hedge funds), and managed futures accounts. FNEX`s mission is to help investors` source investment opportunities, and help offering groups connect with investors. FNEX was founded in 2012 by professional investors, entrepreneurs and attorneys.