Product and Services 2017-08-27T09:45:31+00:00

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 nearly two decades.

CORE PRIVATE WEALTH SERVICES

Bespoke investment solutions
Estate and trust planning
Tax management
Concentrated stock solutions
Banking and lending
Philanthropic services

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

PLEASE NOTE

[Syntal does not serve as an attorney or accountant. Syntal does not prepare estate planning documents or tax returns.]