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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.
Summit Private Investments is a Summit, NJ-based company in the Financial Services sector.
VenGrowth Capital is a Toronto, ON-based company in the Financial Services sector.
Essex Woodlands Health Ventures is a Palo Alto, CA-based company in the Financial Services sector.
We are an independent Broker Dealer founded in 2013 and registered member of FINRA and the Securities and Exchange Commission and also part of SIPC (Securities Investor Protection Corporation). We are a business unit of the Mariva International Financial Group, with a proven track-record of more than 60 years experience in local and international capital and financial markets. We specialize in global securities trading and brokerage services for institutional clients, in addition to providing financial and investment advisory services to retail clients. Within our wide range of investment products, we offer bonds, stocks, mutual funds, options, structured notes, foreign exchange and international alternative investments.