Synergy Family Office is a Dallas-based multi-family office founded to serve the complex financial needs of high-net-worth families. The firm acts as a personal CFO, providing a fully integrated approach that includes investment management, advanced planning (tax, estate, and philanthropic), and family continuity services. Their mission is to simplify their clients' financial lives, preserve and grow their wealth across generations, and help them achieve their most important goals.

Founded in

Canada