Experience You Can Trust

Prior to embarking on the right strategy, Cymric works with clients to understand each family’s specific requirements.

Rely on Cymric's experience

Effective financial coordination is the ultimate work product of a successful family office. Planning and follow through – short-term and long-term – can improve a family's overall financial welfare and maximize the advantages of its assets. Extensive experience has prepared Cymric to become a successful office for its client families.

Put Cymric to work for you

With its highly skilled professional staff, Cymric's multi-family office is adept at managing the affairs of several client families concurrently. Not owned by an individual family, Cymric's sole shareholder is Patricia Soldano. Her ownership ensures that each client receives equal and personalized attention. Fully staffed, Cymric is ready to review your family's needs and formulate a plan to address them. Cymric manages client affairs and assets, and charges each family based on assets under management or on an hourly fee basis.

Cymric's experience and quality services is affirmed by IBM in their white paper "Bridging the Wealth Management Gap." Page 20 chart reviewing some of the leading providers of Family Office Services.

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