Comprehensive Advisory & Operational Support

Project Syntropy serves in a non-fiduciary, non-discretionary advisory capacity; all ultimate decisions remain with the client

    • Strategic support across financial, operational, and project-specific priorities

    • Recruitment and development of key personal staff

    • Consolidated reporting design and maintenance of banking relationships and protocols

    • Ad hoc advisory and support to management of closely held operating businesses

    • Design and implement a purpose-built, lean family office structure — virtual or limited in scope, with no unnecessary overhead

    • Leverage technology, trusted personal staff and existing advisor relationships to drive efficiency and continuity

    • Establish durable, auditable processes that reduce administrative burden and improve execution across all priorities

    • Independent consultation on capital deployment strategies in collaboration with your existing wealth, legal, and risk advisors

    • Identify, evaluate, and develop direct investments, operating partners, and emerging opportunities aligned with family priorities

    • All services are advisory in nature; Project Syntropy does not make decisions, exercise discretion, or manage client funds or assets

    • Align legal, tax, and investment professionals around a unified strategy

    • Curate and expand access to a trusted ecosystem of expert advisors and specialized professionals

    • Design/Coordinate optimal management solutions to ensure standards, compliance, and accountability across real estate, personal property, marine, and aviation assets

    • Resource and develop personal support infrastructure — hiring key staff or coordinating outsourced support — incorporating experts as needed

    • Collaborate with superior risk management advisors and broker to establish regular, systematic reviews, tailored to complex, high-value assets and lifestyle infrastructure

    • Advance estate, philanthropic, and next-generation planning with a focus on long-term continuity and family cohesion

    • Provide coaching, mentorship, or design leadership development opportunities for rising generations

What is a Virtual Family Office (VFO)?

It’s a way for ultra-high-net-worth (UHNW) individuals and families to manage their investments and assets while optimizing personal services from personal staff and outside advisors. An effective VFO needs a skilled coordinator - too often the family head, who prefers to focus on other matters.

A VFO operated by a fractional executive is the optimal solution for clients who want to avoid the hassle, expense and/or switching costs associated with single or multi-family offices, but who still need sustainable solutions and leadership support for their assets and priorities.

What’s a fractional Chief of Staff?

A Chief of Staff (CoS) is your trusted advisor and operator — supporting both family and business matters. More than a strategist, your CoS is a problem-solver: connecting the right people, resolving friction points, and executing with discipline. They bring order, process, and strategic insight to investments, projects, and family operations, while coordinating your internal staff and external advisors.

For many families, a full-time executive can be costly or unnecessary. Project Syntropy offers retained support through a flexible, contract-based model — giving you access to experienced family office advisory without the burden of a full-time executive hire.

Can Project Syntropy help me?

It’s not complicated. You have a list — challenges, priorities, ambitions — born of wealth you’ve earned or inherited. Some items require decisive action. Others demand steady, disciplined oversight.

Which of your current advisors are also operators who can plan, coordinate, and execute across that full list — today?

If you don’t have a clear answer, we may be the right fit.

Building trust takes time, so let’s talk.

Disclaimer:

Project Syntropy, LLC provides non-fiduciary, non-discretionary advisory and project leadership services. We do not manage client assets, hold signatory authority, handle client funds, make binding decisions on behalf of clients, or serve in any trustee, fiduciary, or investment-advisory capacity.

Project Syntropy, LLC is not a registered investment adviser and does not offer or sell securities, investment products, legal advice, tax advice, or insurance services. Nothing on this site constitutes an offer or recommendation of any financial, legal, tax, investment, or insurance product or service.