Boutique Family Office
You do not need to be considered ultra high net worth to needs a family office. If you are an entrepreneur, business owner, professional athlete, or just received a large sum of money and just do not know what to do, you can higher us to be your quarterback.
We will guide you and make sure all of your needs are taken care of in a very efficient way. The clients we have all agree that having a family office makes life a lot less stressful. It can be especially helpful to those family leaders who personally handle most aspects of a complicated and time-consuming financial structure.
For those who travel often, whether for business or pleasure, a family office assures that the family’s financial life continues to run smoothly —bills are paid, staff is supervised, investment portfolios are managed, taxes are filed. This can become especially important for former C-suite executives who after they retire and no longer have a personal assistant at their beck and call.
Having a family office can also provide tremendous peace of mind and is available to handle many of the one-offs life presents. One of our clients lost their wallet while on a family vacation in Prague. Just the thought of dealing with such a hassle while in another country can send one into a tailspin. But in this case, after an understandable moment of initial panic, the client reached out to us and the hassles became our problem while the client continued their vacation. In relatively short order we contacted banks, addressed credit cards, and replaced lost documents, including their driver’s license. The examples of one-offs are endless.
Differentiating strategies for tax-efficient portfolios
Proactive solutions to minimize tax exposure.
Custom Roadmap Process for sophisticated wealth planning
Access to curated private market opportunities.
Protect your family and fuel your passions.
Dedicated care for your private wealth needs.
Guide your wealth decisions across generations.
Enrich your family's lifestyle to enjoy your wealth.
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Since 1997 Synergy Capital's integrated platform includes comprehensive wealth advisory services, along with direct access to institutional-quality private investments. We are asset based and goal oriented firm.
We are an award-winning, multi-family office founded on transparency to deliver a new paradigm for private wealth management. We have democratized and digitized the Family Office experience in a cost-efficient way. Our goal is to protect, enhance, and simplify your life, giving you time to pursue what matters to you most.
We have assisted well over 200 entrepreneurs through liquidity planning and selling a business, advising on pre-sale and post-sale planning, exit strategies, transition and succession planning.
A True Fiduciary firm built by clients, for clients. The focus is asset protection strategies, tax savings, cash flow strategies, estate planning and risk management to help avoid costly missteps and guide you on the path to financial freedom.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance. Our goal is to increase your wealth and save you time to spend with what matters to you most.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Reinvent the way you Experience Wealth
Please contact us if you cannot find an answer to your question.
Time is the most valuable asset that we have and learning lives hurdles should not be trial and error. We have helped over 200 clients reinvent the way they experience wealth. We serve as the quarterback of your wealth management team. From paying bills, to creating trust, banking, tax strategy to name a few. Our goal is to make sure you have the time to do the things you want to do, and your wealth continues to grow. We are a performance based firm that looks at your assets every year and make sure we are growing at the rate we agreed to.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every month, or before any major life transition. We use a system that is web based and live. This allows us to take action and have a clear picture of where everything is at.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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