Who We Serve
Synergy Private was built to support the needs of its first-generation wealth creators, their families, and their enterprises. The firm specializes in laying the foundations for family wealth to grow and be managed over time. Due to the sophisticated nature of these engagements, Synergy Private is best suited for individuals & families with a minimum net worth of $10 million or an annual net income of $1 million. The firm reserves the right to waive these minimums under unique circumstances. Currently, the firm serves as business management or the family office for professionals across several industries.
Synergy Private has the ability to execute or facilitate all aspects of a family’s personal financial endeavors, including private banking, household bill pay, bookkeeping, estate planning, tax compliance, and investment management. The goal of Synergy Private is to provide meaningful professional support to clients of the firm in whatever capacity feasible for the delivery of such services.
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.
