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The Synergy Way

Our concierge model for a shared family office is called The Synergy Way™. These clients have a pay a flat fee for concierge service and access to our time, team and knowledge. We can tackle all the financial complexities in your life and help create a clear financial picture.  In technical terms, this is a family office where we integrate with you and your family and manage your investments and trusts.

Our team is fully engaged with all your other professionals on a regular basis and we regularly have joint calls with Money Managers and other professionals on your behalf.  We also offer Trust review services along with Business & Succession planning and family generation meetings.  In addition, we offer estate and charitable planning services customized for your needs.  Please note that we do not provide tax and legal advice but we will work closely with your attorney and CPA.

For ongoing client education, you’ll also receive our quarterly newsletter & Monthly Economic Commentary.  Included in this option is access to our robust wealth management software.

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