Family office advisory and consulting
At Syracuse Advisers we focus on assisting in all aspects of wealth, including structuring, legal & fiduciary, wealth protection, real estate, alternative assets and philanthropy.
What we do?
We work with family offices as an extension of your team to achieve all of your strategic and financial goals. Our main objective is to remove complexities in your family office affairs and helping define its purpose and structure that is aligned with the your ultimate financial goals.
Our clients benefit from our comprehensive solutions, aimed at preserving and building generational wealth, values-based inheritance planning, trust services, philanthropic advisory and family engagement and communication.
Our Services
-
Legal and Trust Services
We assist with corporate secretarial, entity formation and administration, governance and compliance matters. Our network of best-in-class lawyers are here to help.
-
Succession and Insurance
Our team of experts support individuals and companies with succession planning, transformation and control, finding the right health and life insurance providers.
-
Wealth Planning and Protection
We help to setup holding structures and introduce clients to trusted brokers, portfolio managers and asset management units at private banks.
-
Property and Real Estate
Our experts assist to source, buy/ sell properties. produce term sheets, establish governing bodies for shared assets and assist with estate planning.
-
Alternative Investments
We help with planning, acquiring, storing and selling high value items, such as art, equine, collectables, antique items, etc.
-
Philanthropy
Whether its a donation, impact investing, or setting up donor advised funds, we support families and companies in their philanthropy efforts.