The defining common values by which we identify ourselves as a family, and which shape our family mission, find their most meaningful expression in our charitable endeavors.
Families want to experience the “Good Work” that their life’s effort has achieved, while they are still living. It is the influence you had on your family and loves ones and the impact you had on society.įamilies desire and need assistance in transferring their life stories, values and social legacy to those they care about today rather than waiting till the end of their life. Your legacy is the part of you that lives on the hearts and minds of others after you are gone. In addition, complete control over our client’s wealth is assured through providing for global custody arrangements and efficient reporting and monitoring.” Growth in assets is achieved through investment management services by both careful asset allocation and vigorous selection processes for asset managers. In addition to providing investment management services, we also act as facilitator and coordinator for a family’s financial fabric and help to put in place the many services that uniquely suit the family’s need, goals and objectives.Ī fully equipped family office protects client assets by providing for tax and estate planning (including intergenerational wealth transfer planning), consulting and providing various age and stage in life appropriate educational programs for children and other family members and developing appropriate holding structures. The family office services available through Synergy provide resources and support to enable a family to manage the business of their wealth. “Families of exceptional wealth have complex needs in managing their fortunes.
0 kommentar(er)
