Summit Family Office Services, LLC offers a robust, efficient alternative to starting your own family office. Our clients define their mission a which drives the depth of our engagement. At all levels of engagement, our clients receive unparalleled service and exclusive access to the best, most sought after investment professionals in the world.
Our financial services include the following:
Most of our clients pay a single, fixed fee for our services. All fees are individually negotiated and all services provided are custom tailored and unique.
Our financial services include the following:
- In-house Portfolio Management & Investment Analysis
- Asset Protection and Risk Management
- Multi-Generational Wealth Transfer and Legacy Building
- Comprehensive Wealth Optimization Services
- Family Governance Oversight and Administration
- Bill Payment and Consolidated Financial Reporting
- Record Archival and Document Management
- Concierge and Lifestyle Management Services
Most of our clients pay a single, fixed fee for our services. All fees are individually negotiated and all services provided are custom tailored and unique.
Summit 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.
