What we do

 

Serving Families, and Each Family Member

 

The challenge in serving affluent families is addressing each individual’s goals in context of the entire family.  Over time, the family is likely to require expertise across a broad range of disciplines.  We offer comprehensive capabilities in a broad range of financial specialties which anticipate and address evolving needs, including financial and tax planning, investment management, banking, trust administration and estate settlement, and other services.  At the center is our Family Office Advisor, who takes time to truly get to know the family, gaining an understanding of the complex financial issues, recommending and providing access to an array of resources, each with specialized expertise.
 

Family office services are provided through Family Asset Management, a division of Synovus Trust Company, N.A. Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.

Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.