Problem / Context

As wealth grows, complexity increases — often faster than internal capability. Without structure, families rely on disconnected advisors and ad-hoc decisions.

What We Do

We advise on the creation, optimization, and coordination of single and multi-family offices.

• Family office design and scope definition

• Advisor selection and coordination

• Governance frameworks and reporting structures

• Cost transparency and efficiency reviews

• Long-term operational planning

How Clients Use This

Clients typically engage us during transitions: liquidity events, wealth consolidation, generational change, or dissatisfaction with existing arrangements.

Why Syracuse Advisers

We remain independent of execution providers, ensuring the family office exists to serve the family — not external institutions.