We build and lead Family Offices
Family Office Entrepreneurship
Symphony Strategies serves entrepreneurial families as the chief advisor to everything related to their holdings.
We implement ideas from the largest and most sophisticated Family Offices in the world to our clients in order to dramatically grow and relentlessly protect the bottom line.
We work hand in hand with the family's current advisors as well as bringing in best-in-class talent to do heavy lifting on optimizing the structure, strategy and investment performance of the estate.
We have a deep and growing network of treasured accountants, attorneys, insurance professionals and asset managers that are way smarter than we are to get the best results for the client.
How we got here
The professional journey of Aaron Bedrick, CEO
2020-present
Symphony Strategies
Founded and manage a growing advisory business for executives and their estates and businesses.
Through Symphony, Aaron acts as the chief advisor to the shareholders, advising and executing strategic initiatives to maximize return on investment in all aspects of the business.
Day-to-day responsibilities include financial modeling, tax planning, trust, and estate structuring, deal sourcing, strategic analysis, talent recruitment, and management.
Aaron specializes in recruiting and working with diverse groups of specialists to tackle complex situations, reporting directly to shareholders. By acting as a liaison, Aaron can help the shareholders quickly assess complex situations and make strong decisions, with the goal always being best-in-class risk-adjusted returns on invested capital.
Symphony acts as the manager for multiple family offices. Responsible for the performance of legal, accounting, insurance, and investment teams.
2010-2020
Single Family Office
Spent 10 years with healthcare and financial-services-based Family Office. Began as an oil futures analyst and trader and eventually was promoted to COO. Completely restructured the business and brought in new teams for private investment and legal. Created millions of dollars in yearly value.
2015-2019
Independent Financial Consultant
Worked with businesses and funds to build financial models and presentations to achieve strategic goals. Sectors served: tech, real estate, shipping.
2011-2013
Financial Analyst and Author, Casey Research
Performed deep fundamental and behavioral financial research into macro and micro-economic topics.
Created actionable financial research, with over 20 published articles and a reader base of over 30,000 paying clients.
2009-2010
Merc Partners, LLC
Began career as an analyst and junior trader for former NYMEX futures traders.
Graduated 2009
Pennsylvania State University
B.S. Finance