Summit Family Office Services, LLC is a privately-owned, independent advisory firm serving individuals and families seeking to build and protect enduring wealth. Summit offers a robust, efficient alternative to starting your own family office or to routine institutional management.
Summit's wealth management and family office services are designed to manage complexity and empower our clients to confidently pursue their passions.
Our promise is simple: We listen and treat you like family. Your unique vision guides our actions.
The result is life-affirming.
Summit's wealth management and family office services are designed to manage complexity and empower our clients to confidently pursue their passions.
Our promise is simple: We listen and treat you like family. Your unique vision guides our actions.
The result is life-affirming.
SuSuSummit Family Office Services, LLC (SFOS) is a Registered Investment Adviser in the state of Washington. The Adviser may not transact business in states where it is not currently registered. Currently, the Adviser is registered in Washington. SFOS is a traditional investment adviser and does not mange the assets of one ultra-high-net-worth family or group of families. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified Financial Adviser and/or tax professional before implementing any strategy discussed herein.
