Voices: Diverse staff, diverse clients: Our 20-year multifamily office journey

July 13, 2021 by Palash S. Islam, Renee Schroder, Shannon Irwin, Chelsea Hodl

While many financial planning firms struggle with diversity, our RIA has found it to be a hidden strength.

Based in Silicon Valley, Synergy Financial Group is owned by its CEO, the son of immigrants from Bangladesh. Its employees over the past 20 years — currently comprising a CFP, a client relationship manager and a paraplanner — have all been women. The diversity in our backgrounds and talents has led our multifamily office to grow at an average revenue growth rate of 26% year-over-year, drawing clients from all religions, cultures and backgrounds, from physicians from the Middle East and colonels in the U.S. Army to professional athletes from Compton.

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Originally Posted at Financial Planning on July 11, 2021 by Palash S. Islam, Renee Schroder, Shannon Irwin, Chelsea Hodl.