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Imagine …

…. A company that manages the wealth of
the world's most exceptional families ….

… A company that delivers a Dream Team
of world's best Financial Products and Services.

…. A company that is driven by exceptional talent
that builds a deep understanding of its client's goals,
ambitions and life needs …

… Imagine your very own personal, close and trusted
Private Banker …

Synergy Asset Management

THE ART AND SCIENCE OF WEALTH

a private banking boutique

Wisdom


“Families of exceptional wealth have complex needs in managing their fortunes.
The family office services available through Synergy provide resources and support to enable a family to manage the business of their wealth.
In addition to providing investment management services, we also act as facilitator and coordinator for a family's financial fabric and help to put in place the many services that uniquely suit the family's needs, goals and objectives.

A fully equipped family office protects client assets by providing for tax and estate planning (including intergenerational wealth transfer planning), consulting and providing various age and stage in life appropriate educational programs for children and other family members and developing appropriate holding structures. Growth in assets is achieved through investment management services by both careful asset allocation and vigorous selection processes for asset managers. In addition, complete control over our client's wealth is assured through providing for global custody arrangements and efficient reporting and monitoring.” (Jay Oberai, Founder & CEO)

Wisdom… Compassion… Freedom…

Wealth Preservation & Growth

LIFE PLANNING

OUR PLATFORM

PRESENCE

PRESS ARTICLES

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