The challenge in managing family investments is addressing each individual’s goals in context of the entire family. As family wealth passes from generation to generation, the complexity of managing assets multiplies. Proceeds from original trusts are distributed and new trusts created. Each family member will have unique needs and goals—some focused on growth, others on income, or charitable giving, or any combination.

One of our important functions is cost-effectively providing investment oversight, identifying the right resources to manage diverse investment objectives, tracking performance, and ensuring that the differing and evolving needs of all members are met. With expertise in the complexities of managing assets across multiple accounts, we understand the importance of developing and following an individualized investment approach for all, with a unified framework.


Individual investment flexibility, with the collective family in mind


We design portfolios to help family members pursue the goals that bring meaning to their lives. With a combination of analytical sophistication and uniquely personal sensitivity to matching family members with investment managers, our family office advisor will help develop written investment policies, a critical step in establishing sound foundations for asset allocation and manager selection. These investment policies are based on each individual’s goals and risk tolerance—beyond dollars and percentages. 

Our strategies and techniques are not tied to a rigid investment philosophy, and as a result we don’t advocate one prescriptive philosophy. Whether value vs. growth, active vs. passive, our approach is based on your specific needs, with significant focus on after-tax returns and smart diversification strategies. 

Taking into consideration factors such as existing concentrated stock positions and business ownership interests, each portfolio is managed with both the individual and the family in mind, with reporting on an individual basis as well as a family-wide overview. Our flexible investment approach incorporates the nation’s premier managers across a complete range of specialties and asset classes, including alternative asset classes such as hedge funds. All have passed a stringent due diligence process and comprehensive ongoing review.


Important Disclosure Information

  1. Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck

  2. Approval of any bank product or service is not contingent upon purchasing insurance from Synovus Bank. Insurance products marketed through Synovus and its affiliated companies are underwritten by insurance companies not affiliated with Synovus and are subject to normal underwriting procedures.