Synergy FG Overview

General Information

Synergy FG is a multi-family office headquartered in San Ramon. The firm provides tailored wealth management and investment advisory services to high-net-worth families, focusing on preserving and growing capital across generations. Synergy FG offers a comprehensive suite of solutions, including portfolio management, estate planning, and philanthropic advisory—supports families in navigating complex financial landscapes and aligning their investment strategies with long-term objectives.