Tag: Financial Planning

On Watch – September 2019

The latest edition of On Watch is now available for download. This issue features articles about holding and managing family business interests in trust, making air travel and airport security easier, and a special interview with our new Managing Director and Chief Investment Officer, Todd A. Burchett. Contributors to this issue are Ross W. Nager,…

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Sentinel Trust is Houston’s 2019 Top Wealth Management Firm

Sentinel Trust Company, LBA, one of the nation’s leading boutique wealth management firms and multi-family offices, is pleased to announce that, for the fourth consecutive year, the Houston Business Journal has named Sentinel Trust Houston’s Top Wealth Management Firm.

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On Watch – April 2019

The latest edition of On Watch is now available for download. This issue features articles about impact investing, preparing college-bound kids for financial independence, and why your online account reporting is so dated. Contributors to this issue are Josh H. Hall, Anna M. Ziemnicki, JD, and James C. Reed, CFA. To receive email alerts about…

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On Watch – September 2018

The latest edition of On Watch is now available for download. This issue features articles about blockchain technology, the role of a foundation trustee, and IRS guidance regarding miscellaneous itemized deductions. Contributors to this issue are Catherine Lee Clarke, CFA, David L. Zahn, CPA, CFP(R), and Leslie Kiefer Amann, JD. To receive email alerts about future issues…

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Sentinel Trust is Houston’s 2018 Top Wealth Management Firm

We are excited to announce that the Houston Business Journal has awarded Sentinel Trust as Houston’s Top Wealth Management Firm for 2018.

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Announcing Our Newest Board Member: Mark P. Sparano

We would like to congratulate Mark P. Sparano, CPA for his election to our Board of Directors.

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