Sentinel Trust Company, LBA

We customize investment management to each individual client. We recognize clients vary in risk tolerance, time horizon, liquidity needs, return objectives, and tax postures. Wealthy families can also have business interests, low-basis stock positions, or legacy managers they wish to retain. We work with each client individually to build portfolios that take all of these factors into account. We offer a broad suite of traditional and non-traditional investments including fixed income, domestic and international equities, private equity, and hedge funds. Our management capabilities also extend beyond these asset classes to include family-specific assets like real estate, oil and gas, and closely held businesses. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #personaltouch

Why Sentinel Trust? We are relentlessly loyal. Like an extension of your family, we protect your privacy and zealously pursue your interests. Wealth is complicated. It opens doors, but also raises expectations and expands responsibilities. It is our honor to work with select families, helping them pursue their personal, business, and charitable goals. How can we help you? https://bit.ly/3mq20To #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning

We’re based in Texas, but our service territory knows no bounds. With over $7 billion in assets under management, our team serves a national client base – half residing within Texas and half across the country. This balance underscores our nationally recognized expertise delivering wealth management and trust solutions. https://bit.ly/3mq20To #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #estateplanning

Why Sentinel Trust? We share your priorities. Since our formation, the Founding Families have each invested close to 95% of their total wealth with Sentinel Trust as members of our select group of clients. They participate side-by-side with all of our client families to receive access to the same subject-matter experts, institutional investment opportunities, and family office services. How can we help you? https://bit.ly/3mq20To #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning

"Women are the real architects of society." ~ Harriet Beecher Stowe #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #IWD2025 #AccelerateAction

We construct tax efficient portfolios. The majority of our high-quality fixed income exposure comes from thoughtfully selected tax-exempt municipal bonds. We minimize portfolio costs by managing most of our municipal bonds in-house. We don’t add markup fees or commissions and we focus on small lots for improved pricing. We take advantage of strategic opportunities in the marketplace by working with experienced managers in the high yield, corporate, and international bond markets. These managers strive to earn excess returns above their benchmarks and add meaningful alpha to investor portfolios. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #portfoliomanagement #excellence #experiencematters #investing #planning

Know also that we can speak in plain English, without acronyms or legalese. We are warm. We are engaged. We are smart. We consider even the smallest details – both financial and interpersonal. We are passionate about this work and it shows. Perhaps, for the first time, your family will love it too. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #estateplanning

Sentinel Trust serves as trustee, co-trustee, executor, and agent in fiduciary matters. We are qualified as a corporate trustee, chartered by the State of Texas, and under the supervision of the Texas Department of Banking. For wealthy families, trusts are rarely standalone entities. Sentinel Trust thinks about fiduciary administration and investment in the context of the family’s entire multigenerational wealth planning. We embrace complexity and administer trusts that hold complex and illiquid assets such as family businesses, family limited partnerships, real estate, and oil and gas. We often administer trusts where assets include residences and other personal use property that have been placed there for estate tax savings. On multiple occasions, we have coordinated the decanting and reformation of trusts to maximize tax benefits and simplify structures. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #fiduciary

Why Sentinel Trust Company? Our phenomenal Board of Directors. Meet Richard W. Flowers, JD, MBA. Mr. Flowers is an attorney as well as a professional engineer. The former Vice President of Difco, Inc., Mr. Flowers is accomplished in a variety of professional industries. A long-tenured member of the Sentinel Trust Board of Directors, Richard has collectively served in this role for several years. Mr. Flowers received his Bachelor’s degree in Engineering from Virginia Military Institute. He also earned his Juris Doctorate from the Ohio Northern University and a Master’s in Business Administration from Vanderbilt University. Mr. Flowers is active in the community and served for 12 years in the United States Marine Corps Reserve. Rich currently serves on the Board of Trustees for the VMI Foundation and is the former member and president of many not-for-profit organization. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #personaltouch #boardofdirectors #meetourteam

Our decades of experience have taught us that family wealth is most likely to be preserved when each member of the family understands their collective history and goals as well as their current and future responsibilities. From informal family gatherings to formal family councils, we work with families to develop appropriate governance structures and operating guidelines. We often support families through the development of agendas for and the coordination of their family meetings. We are honored when a family invites us to assist in the leadership of those meetings but remain mindful that the history and values are always that of the family, not ours. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #personaltouch