Sentinel Trust Company
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
2001 Kirby Dr Ste 1200, Houston, Texas, ...Phone Number
(713) 529-3729Website
www.sentineltrust.comRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Sentinel Trust Company
Sentinel Trust is an independent wealth management firm and multi-family office that specializes in comprehensive wealth and succession planning, fiduciary, investment management, philanthropic, and family office services. The firm caters to a select group of affluent families and their closely held entities and foundations. Their clients include pioneers, entrepreneurs, and industrial innovators who are dedicated to achieving success for their families and contributing to their communities. Sentinel Trust is committed to simplifying the complexities of wealth management while protecting client privacy and pursuing their interests.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Sentinel Trust Company
$5M
11-50
Private
-
1997
AW
Anne-Lise WiegandChief Financial Officer & Managing Director & Shareholder
Company Profile Activity
Activity Insights
Sentinel Trust Company is experiencing very low activity levels compared to other companies in the Finance sector.
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Sentinel Trust Company is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sentinel Trust Company.
Sentinel Trust Company Tech Stack
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Most Recent Scoops
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Sentinel Trust Company News & Media
Independent Wealth Management Firm, Sentinel Trust Company, Announces the Promotion of Three New Managing Directors
James C. Reed, MBA, CFA®, Katherine M. Rose, MBA, CFA®, and David L. Zahn, CPA, CFP® HOUSTON, Jan. 17, 2023 /PRNewswire/ -- Sentinel Trust Company, LBA, an independent wealth management firm and multi-family office, today announced the promotions of James "Jimmy" C. Reed, MBA, CFA® to...Independent Wealth Management Firm, Sentinel Trust Company, Appoints New Corporate Officers
Justin L. Baker, MBA, JD, LLM, Brandon D. Harsell, CPA, and Ingrid Y. Tang, MBA, CFA® HOUSTON, Sept. 13, 2022 /PRNewswire/ -- Sentinel Trust Company, LBA, an independent wealth management firm and multi-family office, today announced the appointment of Justin L., Baker, MBA, JD, LLM, to...Sentinel Trust Company Announces the Promotion of New Vice President and Election of a New Shareholder
HOUSTON, Jan. 13, 2022 /PRNewswire/ -- Sentinel Trust Company, LBA, an independent wealth management firm and multi-family office, announces the promotion of Kelsey W. Gray, JD, to Vice President and the appointment of Sophia Papadopoulos, CPA, CFA, as a Shareholder of the firm. Kelsey W....Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents
HOUSTON, Oct. 25, 2021 /PRNewswire/ -- Sentinel Trust Company, LBA, an independent wealth management firm and $5 billion multi-family office, today announced the appointment of Devangi D. Thakkar, CFA as Vice President, Investment Performance and Reporting Manager, and Foluyinka B....
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Sentinel Trust is an independent wealth management firm and multi-family office that specializes in comprehensive wealth and succession planning, fiduciary, investment management, philanthropic, and family office services. The firm caters to a select group of affluent families and their closely held entities and foundations. Their clients include p... Read More
