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New lll OUR INSTITUTIONAL CLIENTS Family Offices Our dedicated family office team leverages the resources, relationships and insights of Symphony Nine to help family offices of all sizes achieve their objectives across a full range of private and public markets.

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Supporting visionaries and founders to help them revolutionize cultures

While no two companies’ stories are the same, we know what it takes to win & are eager to roll up our sleeves to help accelerate your journey, from Seed to IPO.

As a global private markets investor with strong Canadian roots & a long, well established track record, our disciplined approach is dedicated to generating attractive, long term investment returns through building enduring relationships with its investors, investment partners & colleagues based on trust, openness, respect & the highest standards of integrity & professionalism.

A focus on progressive innovations

Our approach is founder driven and focused on identifying the most innovative, revolutionary, industry metamorphous investment targets & nurturing the communities in which they thrive.

Alignment with founding partners

We know the journey well – we’ve been through it ourselves. We believe that people, not money, build game changing companies & support leaders who are building the future.

Communal roots to global equity

We are dedicated to outperform and exceed on every level, to ensure prosperity and a flourishing success beyond your entrepreneurial dreams conjured with the help of our integrated global team.

Capital allocation built around a process, but executed with the individual in mind

Growing massive companies is much more than chasing valuations & exits. Focusing on building companies for the long term; we create a supportive and robust ecosystem with the capital, the talent & the management experience to bring startups & scale up to the next level.

Our team facilitates restructuring, turnarounds, capital lending advisory and merger & acquisition services for small to middle market private & public companies to flexible debt financing solutions to privately held companies.

Preserving wealth

Cash management

Outsourced chief investment officer (OCIO)

Maintaining cash flow

Fixed income

Private credit

Outperforming public markets

Private credit

Active equity

Renewable power

Symphony Nine’s core private equity solutions

Symphony Nine’s global family office survey combines data about the experiences and plans of 17+ family offices across the globe, featuring insights around market outlook, asset allocation and sustainable investing.

Advising on regulatory and fund approval
KYC/AML checks on General and Limited Partners
Investor relations
Financial reporting through GAAP, IFRS, LUX GAAP
Investment analytics reporting
SPV accounting & audit coordination

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Our family office team

With regional offices throughout most of Asia, the U.S. and Canada, Symphony Nine’s dedicated family office team serves as a central point of contact for investment and risk management.

Source: Symphony Nine, as of December 31, 2023. Numbers shown are reflective of global family offices.

Contact our dedicated family office team

Get in touch with Symphony Nine to discover how we partner with high-net-worth individuals, single-family offices and multi-family offices with institutional investment and risk management solutions across asset classes.

Contact our team
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Symphony Nine LLC

Office

45 Rockefeller Plaza, New York 10111

Email

care@symphonynine.com

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