Richard CPA's Contact Details

Richard CPA's Company Details

Sentinel Trust Co., LBA

Houston, TX, US • 50 - 99 Employees
Financial Services

At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals.We help families of wealth succeed and simplify: Our deeply personal level of service is based on knowing our clients' hopes, expectations, challenges, and goals. With our personal touch, we become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve.We focus only on very high net-worth families: These families have distinctive needs and complex challenges that cannot be served as well by firms that lack our singular dedication.We listen first: We know that every family is unique. Each of our Senior Officers serves only a small number of clients to ensure each family gets ample personal attention.We don't sell products or provide one-size-fits-all solutions: There is no fixed menu of investment and lifestyle services. Instead, our team of dedicated professionals leverage years of experience and multi-disciplinary expertise to build your family customized solutions. Our philosophy is to provide individualized investment management and financial guidance to all generations—whenever and however they are needed.Above all, we are a family. Our hallmark is not only to serve our clients with excellence, but to provide for each other and our greater community.