We partner with family offices to help them reach their most important goals
Determining where to park your hard earned assets is a prodigious decision that must scrutinize multiple elements. Our wealth management service allows high net worth individuals to disentangle the wealth planning process by creating a tailored strategy that meets your goals for both current and your legacy.
Preserving wealth for future generations
Our focus on investing for the long term and our commitment to risk management help family offices to maintain and grow their portfolios.
Maintaining consistent cash flow
In today’s low-yield world, we help family offices source higher yields from less traditional income sources in both public and private markets.
Outperforming public markets
We offer unparalleled access to alternative assets that can provide differentiated and diversifying returns.
Investment strategies designed to help family offices achieve their objectives
Our dedicated family office team leverages the depth and breadth of SymphonyNine to deliver investment solutions that are aligned with family office priorities. From preserving wealth to maintaining cash flow to outperforming public markets, our family office clients use SymphonyNine’s full spectrum of public and private markets strategies to help secure their financial futures.
Our core wealth solutions
Symphony Nine’s global family office survey combines data about the experiences and plans of 17+ family offices across the globe, bringing together unique collective intelligence on matters relating to capital markets, data, financial modelling and regulatory issues.
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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.