Synergy Private LLC

Overview

Synergy Private provides bespoke financial guidance through an invitation-only model. The firm is founder-led and coordinates clients’ business and financial affairs through a virtual, unified service model.¹²

History

Synergy Private says it was founded by leaders of the consulting firm Tax Alchemy.²

Services

The firm can execute or facilitate private banking, household bill pay, bookkeeping, estate planning, tax compliance, and investment management. It also promotes access to private-market opportunities through an alternative-investments offering.³⁴

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments

Client Focus

Synergy Private works with athletes, entertainers, entrepreneurs, creators, executives, first-generation wealth creators, their families, and their enterprises.¹³

The firm says it is best suited to individuals and families with at least $10 million in net worth or $1 million in annual net income. It may waive those thresholds in unique circumstances.³

Approach

Synergy Private states that it helps first-generation wealth creators establish foundations for family wealth to grow and be managed over time. It provides support in whatever capacity is feasible for each client and family.³

Assets and Minimums

Synergy Private publishes a preferred client profile of at least $10 million in net worth or $1 million in annual net income, while retaining discretion to consider unique circumstances.³

FAQs

Related resources

• LocationMultifamily offices in California

  The Multifamily Offices in CA page helps California families compare firms that serve ultra affluent households. It gives a broader view of how services such as investment management, tax planning, estate planning, philanthropy, administration, and private investments may fit a family office search.

• Network siteEstatePlanner.com

  EstatePlanner.com provides practical guides on wills, trusts, and related estate matters. A family considering Synergy Private can use these materials to prepare questions about transferring wealth, coordinating tax planning, and organizing estate plans for multiple generations.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and playbooks for family owned businesses. Business owners can use it to think through governance, succession, liquidity, and family wealth needs that may connect with investment management, estate planning, philanthropy, or administrative support.

• GuideOutsourced CIO vs multifamily office

  The Outsourced CIO versus multifamily office page explains how these arrangements differ in scope and responsibility. It can help a wealthy family or business owner decide whether investment oversight alone meets their needs or whether broader support, including tax planning, bill pay, estate planning, and private investments, is appropriate.

• Similar firmsAndina Capital Management, LLC
  Catalyst Family Office
  Confluence Capital Advisors, LLC

  Profiles for Andina Capital Management, LLC, Catalyst Family Office, and Confluence Capital Advisors, LLC provide additional points of comparison on this site. Reviewing them can help families assess differences in service mix, client focus, and the kinds of support they may seek alongside Synergy Private's stated offerings.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.