PRODUCTS AND SERVICES
ASSET MANAGEMENT AND PRIVATE WEALTH
We offer private wealth services and corporate wealth services, navigating the intersection of personal and professional wealth with a deft hand and careful eye. Whether you’re managing your investment portfolio, establishing a family trust, or raising capital for your next venture, you face unique challenges.
Whatever the need, we apply the insight we’ve gained from the in-depth knowledge and firsthand experience in managing significant wealth for over two decades.
CORE PRIVATE WEALTH SERVICES
Bespoke investment solutions
Estate and trust planning
Concentrated stock solutions
Banking and lending
CORPORATE LEVEL SERVICES
Pre-liquidation finance consulting
Outsource CFO service
Corporate finance transaction advisory
Capital raising and private deal sourcing
Corporate event-driven risk management & hedging strategies
[Syntal does not serve as an attorney or accountant. Syntal does not prepare estate planning documents or tax returns.]