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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.
Manchester Companies is a Minneapolis, MN-based company in the Financial Services sector.
ITWP is the holding company of both Toluna, Harris Interactive (and more recently KuRunData), and is focused on investing in businesses that provide powerful insights at the speed of technology. ITWP has become one of the leading digital market research companies worldwide, with a strong focus on digital and automation.
SROA Capital has developed proprietary in-house operating technologies and divisions which manage properties nationwide and provide risk-adjusted returns to its investors.
Rwi Wealth Management is a Buffalo Grove, IL-based company in the Financial Services sector.