Synergy Wealth Management Overview

General Information

Synergy Wealth Management is a multi-family office headquartered in Geneva. The firm serves the complex needs of high-net-worth families by providing tailored investment management, estate planning, and succession advisory services. With a focus on confidentiality and long-term value preservation, Synergy Wealth Management works closely with clients to structure portfolios and coordinate cross-border strategies—supports families in navigating generational wealth transitions and sophisticated financial requirements.