Your priorities. Our starting point.

Understanding The Family

A personal foundation for the work.

We explore the experiences that have influenced a family’s outlook. Factors such as business background and connections to particular places provide context for the decisions ahead.

Zynoco also considers the interests a family wants to develop. Together, these conversations establish a basis for relating the opportunities under consideration to the people committing their resources.

Family heritage

The experiences and principles clients want to carry forward through their use of wealth.

Present priorities

The concerns clients want to address and the financial objectives relevant to their decisions.

This understanding informs the work that follows. It gives investment guidance and philanthropic support a reference point in the family’s own circumstances.

Investment Strategy

Your heritage. A direction for your capital.

Zynoco uses its knowledge of each family to inform the choice of investments. Personal relevance provides a reason to consider an opportunity and a basis for discussing its place in the family’s plans.

For a family with a strong interest in education, access to learning becomes a useful starting point. The conversation can then move toward the barrier they want to address and the role their capital could play.

We help give direction to that interest through the opportunities considered with the family. The connection between an investment and its intended contribution should be specific enough to inform a decision.

Define the Expectations Attached to Capital

A social objective brings an additional consideration to an investment decision. The financial expectations attached to the capital still deserve explicit attention.

We believe families should be able to discuss those expectations in practical terms. The following questions express that principle:

Financial objective

What is the investment expected to achieve for the family?

Time horizon

How long is the family prepared to commit the capital?

Risk

What uncertainty is the family prepared to accept in pursuing the intended result?

Place in the wider plan

How does the commitment relate to the family’s other financial priorities?

The answers establish the terms on which an opportunity deserves consideration. They also help distinguish the family’s enthusiasm for a project from their expectations as investors.

Real Estate and Social Impact Opportunities

Real estate forms part of Zynoco’s investment remit. For property projects with a community purpose, the intended use of the space gives a practical focus to the social ambition.

Our interest in social impact opportunities also includes access to education and greater participation in American civic life. The relevance of an opportunity depends on the family considering it and the contribution they seek to make.

Philanthropic Support

Give an intention a practical direction.

We help families direct charitable support toward the causes they choose. The work connects a personal reason for giving with a defined purpose for the contribution.

For clients concerned with low-income households, that purpose starts with the difficulty they want to help address. For those drawn to education, it concerns the opportunity they want to make available. These are starting points for identifying where support is relevant.

From a cause to a commitment.

Zynoco helps families move from a broad area of interest toward the projects they want to support. We consider how the proposed contribution relates to the family’s intentions and the people it is intended to benefit.

That relationship between intention and use gives charitable decisions a practical basis. A defined purpose also gives the family something specific to refer to when considering what their support has helped accomplish.