Significant wealth brings complex challenges and opportunities.

At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and holistic financial strategies to optimize their capital and enhance their lives — and their legacies.

Your Personal CFO

A trusted and strategic fiduciary, we serve as the family confidant around all aspects of your wealth, offering a breadth and depth of experience and differentiated thinking.

We think and do differently

In our view, every client’s investment portfolio is specific, nimble and highly efficient — designed to create wealth for generations to come.

It’s not what you make, it’s what you keep

Achieving the highest possible return is about more than performance. We believe our tax-aware perspective is intentional and proactive — so you can grow, protect, and transfer more of your wealth.