Sentinel Trust Company, LBA
Sentinel Trust serves affluent families by providing personalized wealth management, fiduciary, and family office services, with a focus on enhancing legacies through personal, business, and philanthropic goals.
1997
Privately held; 20% of employees are shareholders.
Customized approach aligning with each family's unique risk tolerance and financial goals.
Houston, Texas, United States
About
Mission
To assist select families in navigating their personal, business, and philanthropic goals, ensuring personalized services and solutions tailored to their unique needs.
Values
Loyalty, Integrity, Intellectual Curiosity, Excellence in Client Service, and Community Support.
Participant Demographics
Serving over 40 families, including first, second, and third-generation clients. Approximately 50% of clients are based outside of Texas.
Track Record
Team Experience
Team includes 23 individuals with postgraduate degrees and 31 professionals with certifications.
Notable Achievements
Over $6.5 billion AUM with strong client satisfaction and multigenerational trust relationships.
Project Track Record
Expertise in managing complex assets like real estate, oil and gas, and closely-held businesses.
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Houston, Texas, United States
Legal & Compliance
Regulated by the Texas Department of Banking.
No major violations mentioned.
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