Sendero Launches New Initiatives To Serve Diverse Needs Of Affluent Families

SAN ANTONIO, Dec. 11, 2018 /PRNewswire/ -- Sendero Companies ("Sendero"), which includes Sendero Wealth Management, one of the Southwest's leading, independent wealth management advisors, today announced the launch of a suite of complementary services companies aimed at educating, empowering and securing our clients' financial futures. In addition to Women & Wealth, which includes a women-focused financial empowerment mission described in detail below, these service lines include:

• Family Office ? To solve for the unique needs of busy families;
• Family Legacy ? To help families develop and grow their legacy for generations to come;
• Foundations ? To guide families to strategically support the causes they value most;
• Investment Management ? Sendero's legacy business, which helps clients invest and preserve, protect and grow their wealth.

Elizabeth Crawford, Sendero's Chief Executive Officer, stated, "Sendero has always believed that relationships are profoundly vital to ensuring productive and beneficial outcomes for our clients.  This begins and ends with trust, and the expansion of our suite of services is intended to ensure this philosophy applies to a broad range of life events. We possess the expertise and insights to focus on the unique goals of affluent families and the legacies they want to leave. This expansion of our scope of services reflects the natural progression of the Sendero mission."

"The animating vision behind our announcement today is to help people see their dreams become reality and bring their families along on the journey," Crawford said.

Sendero Women & Wealth

"The role of women in the family can't be overstated, however their role in financial decision-making has often been overshadowed," said Steph Wagner, Managing Director and Co-Founder of Women & Wealth. "This new initiative aims to educate and inspire women and provide them with a financial foundation that will in turn empower them to assume a larger role in their financial futures."

Crawford and Wagner co-founded this program because they saw a need for education and transition advisory services to provide women with the tools and knowledge to be better stewards of their money, something the financial services industry has overlooked. Their goal is to build a community of financially empowered women throughout Central and South Texas, focused primarily in San Antonio and Austin where Sendero has offices.

Initially, Women & Wealth will encompass three primary offerings:

• Education & Events (launched earlier this fall in Austin and San Antonio).
• "Own It!" is a three-month interactive program of motivation and coaching to build confidence around money matters
• "Teach It!" family education program to impart knowledge and facilitate discussions about money and best practices for it
• Wisdom & Wine, a monthly event featuring experts on a variety of financial topics to share insights and information in a dynamic and engaging environment
• Transition Advisory Work to help women navigate the emotional and financial complexities of major life changes. This involves working with their attorneys and other professionals to establish a solid financial foundation to begin the next chapter of their lives.
• Financial Planning seeks to fully understand clients' short- and long-term goals and design dynamic financial plans to help achieve them. This is lifestyle planning which is integrated with a wealth management strategy for a comprehensive approach.

Wagner is a wealth strategist and educator who successfully navigated her own life transition and knows firsthand the challenges women face as they work to regain their financial independence.  She combined her extensive background in corporate finance with her personal experience to build a national consulting practice and subsequently create a national educational platform for women. She was a personal finance columnist for Entrepreneur magazine and frequent contributor to leading outlets such as Business Insider, DailyWorth, Fox News, Huffington Post and Yahoo Finance.

About Sendero
Since 2008, Sendero has provided unbiased, independent and sophisticated investment management services through its Sendero Wealth Management service line. Today, Sendero's core investing acumen is complemented by a suite of services designed to meet the diverse needs of affluent families with a keen recognition that abundance and access to resources bring great responsibility, yet no instructions. Accordingly, the firm assists families in navigating complex and often emotional issues such as family business planning, family legacy, generational transitions and philanthropy. For more information, visit Sendero.com.

Media Contact ? Jon Morgan at 214-965-9955 or [email protected]
Company Contact ? Carmen Goerges at 210-805-0171 or [email protected]

SOURCE Sendero Companies