A customized solution built around your needs
Our complex solution provides flexibility, so it can adapt as your life becomes more or less complex. This provides our team the capability to deliver a bespoke family office solution that is designed specifically for you and for those that you care about most in life.
A premium platform to protect your legacy
Throughout all the services provided, our priority is to safeguard your family’s wealth. Securing your personal information is the first step in that process, and that is why we leverage leading platforms and technology to facilitate our work and safeguard your personal information.
The infrastructure required to live life on your terms
Connect with our team to learn more about how a family office from GYL Financial Synergies can help you enjoy your wealth, build and protect a legacy, and empower the next generations of wealth stewards.
What you can expect
Family Governance
We develop contingency and continuity plans, knowing that the preservation of family wealth requires a multi-generational strategy. As part of this, we help facilitate family meetings that bring people together to discuss the purpose of the family’s wealth and what’s involved with oversight and continuity planning.
Family Governance
We develop contingency and continuity plans, knowing that the preservation of family wealth requires a multi-generational strategy. As part of this, we help facilitate family meetings that bring people together to discuss the purpose of the family’s wealth and what’s involved with oversight and continuity planning.
Accounting & Reporting
Our powerful platform provides a clear look into your family’s entire portfolio, including any private investments, capital calls, real estate holdings, and more traditional investments, including stocks, bonds, and cash. With this information in one location, we provide you with a family balance sheet and cash flow statements that allow you to see the full picture of your capital including how it’s invested and how it’s being used.
Financial Planning
The family financial plan provides scaffolding and framework for how much and what capital needs to be allocated to achieve the goals identified. We also help your family manage cash flow and prioritize budgeting. As part of this, we help educate the next generation on how to think about their personal spending, savings, and investment goals.
Investment Management
We work with you to develop a comprehensive asset allocation strategy, one that matches your family’s short-term assets against short-term liabilities and long-term assets against long-term liabilities. In doing so, we look beyond the traditional stock and bond markets and help your family vet and manage private investment opportunities.
Philanthropic Planning
We help your family be most impactful with your philanthropic strategy and look for opportunities to bring younger generations into the giving process, knowing that philanthropic planning can be a powerful way to share your family’s values.
Ancillary Services
We manage all the little things that are required to keep your family organized and moving forward including but not limited to bill pay, payroll, and a secured digital vault that keeps every critical document secure, organized, and readily available.
International Considerations
We comprised a platform that can manage a wide array of international offerings, including but not limited to multicurrency and the capability of handling foreign bank accounts.
Customized to your needs
As part of our mission to serve and improve the lives of our clients, for families that have greater levels of complexity, we have developed a suite of family office services that will accomplish the following:
Simplify life by providing high touch services including consolidated financial reporting, bill pay/payroll, data aggregation, transaction processing and integrated strategy
Provide a holistic picture enabling you to view and share a blueprint of your financial, investment and legal structure
Mitigate risk and facilitate coordination and oversight of vendors through the creation of standard operating procedures and workflows
Whether you have worked tirelessly throughout your life to build your wealth and legacy or are part of a multi-generational dynasty, we have a holistic solution that will be customized to your needs.
GYL Family Office is prepared to undertake this responsibility by upholding our mission to protect and enhance your family’s wealth, while assisting you in preserving your family’s legacy. We have combined state of the art technology with a diversified team of experts that will provide a holistic and customizable Family Office experience.
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Let our family take care of your family, so you can focus on what matters most to you.
Gerald B. Goldberg, JD, CIMA®
CEO & Co-Founder
Ready for a more comprehensive approach?
Connect with our team to learn more about how a family office from GYL Financial Synergies can help you enjoy your wealth, build and protect a legacy, and empower the next generations of wealth stewards.