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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.
Harris MyCFO is a Chicago, IL-based company in the Financial Services sector.
Carl Marks is a New York, NY-based company in the Financial Services sector.
The Cypress Group is a New York, NY-based company in the Financial Services sector.
Valor is an advisory firm based in Fort Worth and Midland, Texas. Led by a team of veteran energy executives, Valor provides best-in-class mineral and royalty management and consulting services on behalf of clients across the United States. Utilize a suite of proprietary software tools that provide clients with unprecedented insights and access into their holdings in order to maximize the value of their assets. Valor`s clients include investment funds, banks, trusts, family offices, ranches, universities, foundations, and individuals across the United States. The team at Valor is committed to the highest ethical practices and serve their clients with the utmost integrity and honor.