Sentinel Trust Company, LBA

Sentinel Trust’s family office services extend to family foundations and charitable trusts. We provide administrative support by collecting and organizing grant requests, processing grant checks, managing acknowledgment letters, and advising on matters necessary to keep the entity’s tax-exempt status. Our investment platform is adaptable to non-profit entities and we take caution with investments that generate Unrelated Business Taxable Income. With Sentinel Trust’s help, families can focus purely on the joy of giving. https://bit.ly/4dboCik #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #foundations #philanthropicservices

Sentinel Trust’s family office services extend to family foundations and charitable trusts. We provide administrative support by collecting and organizing grant requests, processing grant checks, managing acknowledgment letters, and advising on matters necessary to keep the entity’s tax-exempt status. Our investment platform is adaptable to non-profit entities and we take caution with investments that generate Unrelated Business Taxable Income. With Sentinel Trust’s help, families can focus purely on the joy of giving. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #charitabletrust #giving

Our offering is designed to be adaptive. When we can solve a problem in-house, we do; when we need outside help, we find and coordinate appropriate resources who share our focus on families with multigenerational wealth. We support families with in-house expertise in the following ways: Administration of Wealth Assistance with Personal Assets Management of Domestic Staff Aid with Charitable Requests Health, Wellness, and Lifestyle Support In many cases, we work in conjunction with a family’s own family office staff. In those situations, we work closely with that staff to make sure all needs are met seamlessly. In virtually all cases, our family office services are covered by a client’s global fee so there are no hourly or à la carte fees. https://bit.ly/3mq20To #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning

Why Sentinel Trust Company? A heritage of loyalty. Recognizing that standard institutional offerings for wealth management and trust administration fell short of their families’ needs, and understanding the inherent limitations of single-family offices, the Flowers and Fruehauf families together created Sentinel Trust in 1997. Even though each family had more than four decades of single-family office history, the families realized that they needed to think beyond that structure to recruit the best talent, gain access to institutional investment opportunities, and manage their family affairs more efficiently. By combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning

Few investment principles are as universally recognized and yet as challenging as the notion of sticking to a long-term investment plan. This principle suggests that investors should maintain a steady course through market swings and economic cycles, rather than reacting emotionally to short-term fluctuations. While it sounds straightforward in theory, its practical application demands discipline, patience, and a deep understanding of both market dynamics and personal financial goals. Read the full article “The Wisdom of Sticking to a Long-Term Investment Plan” on our latest On Watch issue here: https://bit.ly/40YwDo7 #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #wealthplanning #investments #longterminvesting

Courage is more exhilarating than fear and in the long run it is easier. We do not have to become heroes overnight. Just one step at a time, meeting each thing that comes up, seeing it is not as dreadful as it appeared, discovering we have the strength to stare it down. — Eleanor Roosevelt #VeteransDay #VeteransDay2024 #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement

Explore insights on the 2024 Election from Todd A. Burchett, FRM, CAIA, CFA?. Please read the full text below or on our website. #SentinelTrustCompany #togetherfamiliesprosper #wealthmanagement #investmentstrategy #MarketsOutlook #Markets #Economy #2024Election #2024ElectionNote

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. https://bit.ly/3DBRlwB #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning

Management of directly-held oil and gas interests requires specialized assistance. Our expertise dates to the 1950s when one of our founding families bought an operating oil and gas business. Since then, we have developed accounting and reporting systems to manage mineral rights, royalty interests, and working interests for our clients. Our oil and gas management capabilities include: Fiduciary mineral management, as agent and trustee. Royalty and working interest accounting. Lease review, evaluation, and negotiation. Division order analysis and processing. Lease, division order, and contract file maintenance. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #investments #specialtyassets

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 #wealthplanning #personaltouch