A conversation between professionals.

The initial confidential consultation is the starting point of every relationship with Sentinel. It is a conversation, not a sale.

What to Expect

—An initial conversation focused on understanding your wealth situation and your family's objectives.
—A preliminary assessment of the areas where Sentinel can deliver real value.
—A concrete action path on next steps, along with the scope of work we would recommend for your case.
—Absolute confidentiality regarding any information shared during the conversation.

Request your confidential consultation.

Please complete the following information. A Sentinel partner will contact you within two business days to schedule the conversation.

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Availability and location.

Availability

Monday to Friday, 9:00 AM – 6:00 PM Eastern Time. We accommodate international time zones for clients in Latin America and other regions.

Location

Based in the United States. Serving clients domestically and internationally.

Languages of service

Spanish. English.

SENTINEL LEGACY ADVISORS

Wealth architecture for entrepreneurial families.

© 2026 Sentinel Legacy Advisors LLC. All rights reserved.

Based in the United States. Serving clients domestically and internationally.