Charting a Path Toward Long-term Control and Flexibility: Michelle Clements on the Evolution of a Private Family Trust Company

Over the past two decades, Michelle Clements has helped her family navigate significant transitions, including the creation of Synergy Trust Partners, LLC, a private family trust company. Today, as chairman of the board, Clements is focused on preparing the family for the future while also sharing her experience with others outside the family.

Family Office Hiring: Looking Beyond the Résumé

Hiring for a family office requires looking beyond credentials like CPA or CIO experience. While technical skills are essential, they are widely available and can often be outsourced. What truly differentiates a strong family office leader is trust, cultural alignment, and the ability to manage people and coordinate a complex ecosystem of advisors and family members.

Deal Round-Up: Family Offices Back AI Search, Enterprise SaaS and Global Sailing Franchise

Family offices and private family capital vehicles deployed capital across early-stage AI infrastructure, Nordic enterprise software, gamified trading platforms and elite international sports assets in recent weeks, pairing technology-focused seed and growth investments with ownership stakes in experiential global franchises.

FAMILY OFFICE + FAMILY BUSINESS

Sign up for FO PRO: The Family Office Professional. FO PRO connects family office leadership with the family.

Family Office Hiring: Looking Beyond the Résumé

Hiring for a family office requires looking beyond credentials like CPA or CIO experience. While technical skills are essential, they are widely available and can often be outsourced. What truly differentiates a strong family office leader is trust, cultural alignment, and the ability to manage people and coordinate a complex ecosystem of advisors and family members.

Deal Round-Up: Family Offices Back AI Search, Enterprise SaaS and Global Sailing Franchise

Family offices and private family capital vehicles deployed capital across early-stage AI infrastructure, Nordic enterprise software, gamified trading platforms and elite international sports assets in recent weeks, pairing technology-focused seed and growth investments with ownership stakes in experiential global franchises.

Charting a Path Toward Long-term Control and Flexibility: Michelle Clements on the Evolution of a Private Family Trust Company

Over the past two decades, Michelle Clements has helped her family navigate significant transitions, including the creation of Synergy Trust Partners, LLC, a private family trust company. Today, as chairman of the board, Clements is focused on preparing the family for the future while also sharing her experience with others outside the family.

FAMILY OFFICE + FAMILY BUSINESS

Sign up for FO Pro: The Family Office Professional — the leading information source for family office leaders and the families they serve.

Outsource or in-house?

At your service