Presenters Elizabeth Crawford, CEO Sendero Wealth Management and Gregg Muenster, Sr. Philanthropic Advisor Sendero Family Enterprise will discuss “What in the World will 2027 or the Future Be – for the economy, financial markets and philanthropy.” Since this meeting will be shortly after the mid-term elections, this will likely be intriguing...or maybe scary. Hold on to your hats and come prepared with your own crystal ball.  

Liz has been in the asset management business working with sophisticated families and institutions for over 28 years. Her extensive experience in the private bank sector, trust services, and institutional asset management provides the background and leadership to help Sendero^® clients navigate investment and family issues. As Chief Executive Officer, Liz is responsible for implementing the strategic vision of the firm. She has been a partner of the firm since she joined in 2012 as Managing Director and was named CEO in 2017.

Gregg established Sendero’s philanthropic division. He works closely with private foundation boards to bring them sophisticated solutions. Strategic planning and education are tools used to create a charitable plan that moves beyond the mission statement. Gregg has designed a program that puts the joy back in giving by utilizing technology to build an infrastructure that supports the administration of foundations.