Synergy Family Office was created to support as select few families manage, retain, protect and ultimately enjoy the wealth they have created or inherited. In the true spirit of family office; Synergy Family Office comes alongside their clients to help navigate the sometimes confusing and ever changing world of financial planning. Because SFO only works with a small number of clients, our staff and the advisory board can provide 80 to 100 “client focused” hours of support per year, compared to the advisor with 100+ clients who are spread way too thin and only able to provide 3 to 10 hours of dedicated client service per year This level of support results in measurable and trackable financial success that can be seen throughout a client’s financial well-being. Synergy Family office was created out of and absolute conviction to put a client’s needs hopes and expectations first.