Synergy Family Office is a family office - multi based in Ottawa, Canada, founded in 2010. Verified contact details, AUM data, and investment preferences on FindLPs.
Synergy Family Office is a multi-family office based in Ottawa, Canada. It was established in 2010. The firm was merged with TAAG as TAAG Family Office and TAAG Wealth Management. Our multi-family office model is designed to look after a select number of clients. This way, we can spend considerable time and effort to provide a customized bespoke report and ongoing monitoring for each client's unique circumstances and objectives. Our comprehensive financial analysis provides a personalized plan synopsis, detailed net worth and liability statements, and cash flow analysis projecting well into the future. By limiting our client roster to just 35 families, we are able to devote 200 hours per family per year to achieve the best possible results, providing frequent, ongoing contact and support. It is this level of detail that allows us to pinpoint opportunities and future pitfalls that may have been overlooked by your previous financial management team.
Investment types: Fund of Funds, Investment Funds, Venture Capital, Private Equity
Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Charitable Investments, Equity/Mutual Funds, Investment Management, ETFs, Cybersecurity, Cloud Infrastructure, Capital Markets Finance, Traditional Investments (Liquid Assets), Financial Services, High-Level Sectors, Non-Profit, Technology, Emerging Technology
Preferred geographies: Canada, United States
Location: 2233 Prince Of Wales Drive\nOttawa\nOntario\nK2E 6Z8\nCanada
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.