Our Clients
210-735-4000
8000 IH 10 West, Suite 1500
San Antonio, Texas 78230
How may we serve you?
SENSUS Wealth is dedicated to transforming wealth management for the benefit of investors by serving clients with a common sense approach. In addition to our value and experience, we employ the most advanced technology available within the industry to provide and monitor solutions to life’s planning issues now and in the future!
Wealthy Families
Additional considerations:
Family Dynamics – the role of individuals and their relationships corresponding to other family members.
Examples: leader, decision maker, peacemaker, etc. After identifying the roles of these individuals, we describe their relationships with others in the family - through the following planning stages that may include:
Generational Planning
a. Succession Plans
b. Insurance and Estate Plans
Gifting
Philanthropy
If the family wealth was derived from ownership of business(es), go to BUSINESS OWNER section to review analysis.
Upon gathering and analyzing the above data, we then creatively seek a customized solution tailored to the goals and objectives of our clients using our GAIN strategy.