Guiding & Protecting
Capital for Generations
Guiding & Protecting
Capital for Generations
Guiding & Protecting
Capital for Generations
About isynergycapital
Trusted Partners in Complex Wealth
Synergy Capital Partners LLC is a private equity and real estate investment firm advising families, founders, and family offices through a disciplined, entrepreneurial approach to capital deployment combining direct investments with high-touch, partner-led family office advisory services.
Family Office Service
We are a boutique family office platform with the capabilities and mindset of an institutional asset manager. Our approach combines rigorous research, broad access to private equity, private credit, and alternative investments, and an open-architecture framework tailored to each client’s objectives. Our structure is designed for agility, discretion, and highly personalized decision making.
Tax Consulting & Advisory
Tax consulting and advisory services are delivered through our sister firm, Synergy Consultants & CPAs, led by a Certified Public Accountants with extensive experience advising high-net-worth individuals, entrepreneurs, and family offices. The firm specializes in proactive tax planning, complex entity structuring, transaction and exit planning, and multistate and federal compliance.
