Our Family Office Services are distinctly attuned to the wealth preservation and lifestyle management goals of high-net-worth individuals and families, and to our clients’ wealth preservation and lifestyle management goals.
Though the goal endures of fostering wealth creation while maintaining lifestyle and protecting assets for future generations, the strategies for achieving it have changed. We guide our clients through a sound reassessment of past decisions and fresh determination of the appropriate direction moving forward. Our clients expect, rely on and receive technical excellence, customized solutions, critical thinking and the highest level of discretion in the following areas:
Cash and Investment Management
Investment Due Diligence
Tax Planning
Generational Lifestyle Educational Services
Philanthropic Advisory
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Summit provides our clients with:
Though the goal endures of fostering wealth creation while maintaining lifestyle and protecting assets for future generations, the strategies for achieving it have changed. We guide our clients through a sound reassessment of past decisions and fresh determination of the appropriate direction moving forward. Our clients expect, rely on and receive technical excellence, customized solutions, critical thinking and the highest level of discretion in the following areas:
Cash and Investment Management
Investment Due Diligence
Tax Planning
Generational Lifestyle Educational Services
Philanthropic Advisory
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Summit provides our clients with:
- Confidentiality—The guarantee that their personal and financial information will be kept private is a key to our clients’ peace of mind.
- Competency—Our clients expect unsurpassed expertise and uncompromising accuracy at the highest level.
- Caring—Our clients expect a high level of service. The level of care and sensitivity exhibited in delivering this customized support is the hallmark of a trusted advisor.