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Upcoming Presentations
"The Family Office Marketplace" ———————————— "Asset Allocation Roundtable" ———————————— A message from Patricia M. Soldano, President,Certainly 2008 is off to a giant rollercoaster start with market swings up and down caused by the credit markets squeeze. Fortunately, the investment strategy for our families is based on the long-term with proper diversification and so we have not experienced an over reaction to the market situation. We believe that this is also the result of the regular meetings we hold with each client to review their portfolios. These meetings include candid discussions about the risk they are taking for the return they are receiving and a detailed analysis of each investment. ———————————— Within the highly specialized community of family office service professionals, Cymric Family Office Services offers families with substantial assets a specialized capability and valuable expertise – multi-family office services. Those families who do not wish to maintain their own family office can have access to all the essential financial coordination benefits of a dedicated family office from Cymric Family Office Services without compromising competence, performance or scope of services. Utilizing the same important combination of in-office skills and outside professional consultants that a single-family office would use, Cymric Family Office Services serves a limited number of client families and maintains complete and highly confidential knowledge of their overall financial situations, their ongoing distinctive needs and their identified family objectives. "Cymric Family Office Services is a full service family office for each family it serves."
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