Also known as SFO
Synergy Family Office is a multi-family office based in Ottawa, Canada. It was established in 2010. The firm was merged with TAAG as TAAG Family Office and TAAG Wealth Management. Our multi-family office model is designed to look after a select number of clients. This way, we can spend considerable time and effort to provide a customized bespoke report and ongoing monitoring for each client's unique circumstances and objectives. Our comprehensive financial analysis provides a personalized plan synopsis, detailed net worth and liability statements, and cash flow analysis projecting well into the future. By limiting our client roster to just 35 families, we are able to devote 200 hours per family per year to achieve the best possible results, providing frequent, ongoing contact and support. It is this level of detail that allows us to pinpoint opportunities and future pitfalls that may have been overlooked by your previous financial management team.
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Synergy Family Office is a multi family office (mfo) based in Ottawa, Canada.
Synergy Family Office is headquartered in Ottawa, Canada.
Synergy Family Office was founded in 2010.
Synergy Family Office focuses on Fund of Funds, Investment Funds, Venture Capital, Private Equity, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning.
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