WHO WE ARE
A boutique family office for creators of meaningful wealth.
Synergy Private was founded by the leadership of the nationally recognized consulting firm, Tax Alchemy. Recognizing that growing and managing meaningful wealth involves much more than proactive tax planning, Synergy was born out of a desire to navigate these complexities directly alongside ultra-affluent individuals and their families.
As a founder-led organization, Synergy Private’s team of professionals helps facilitate or execute on all aspects of its clients’ business and financial affairs from under one, virtual roof. Under the care of Synergy themselves, the founding Principals of the firm leverage their shared experiences to optimize the way in which the firm supports its clients & their businesses.
Synergy Private is a professional services organization. Although it’s staff may help facilitate these services, the firm does not provide legal or investment advice directly to individuals or entities. The firm is also not affiliated with any bank, broker/dealer, investment adviser, or law firm. For complete legal disclaimers regarding Synergy Private and its services, please click here.
