Family office advisory and consulting
At Syracuse Advisers we focus on assisting in all aspects of wealth, including structuring, trust & 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.
Fund Setup and Trust Services
We assist with setting up trusts, fund formation and administration, governance, portfolio audits and compliance matters. Our network of best-in-class partners are here to help.
Succession Planning
Our team of experts support individuals and companies with succession planning, transformation and control, making sure wealth is passed through generations.
Wealth Protection Design
We help to design, setup and coordinate family office holding structures and assist clients to find best-in-class investments advisers and wealth managers at private banks suitable to their needs.
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 and Special Situations
We help with planning, acquiring, monitoring, storing and selling high value items, such as art, equine, collectables, antique items, etc as well as special situations in private credit, private equity and VC markets.
Philanthropy/ Impact Investing
Whether its a donation, impact investing, or setting up donor advised funds / social impact funds, we support families and companies in their charitable efforts.
Articles and Insights
Syracuse Advisers in-house team of experts provide research and insights to assist you in discovering more about how to wisely invest your money