Family Office
Complex Wealth.
Clear Direction.
Summit Wealth Group’s family office services offer an intentional way to manage significant wealth.
Schedule a Meeting
Family Office
Summit Wealth Group’s family office services offer an intentional way to manage significant wealth.
Schedule a Meeting
At your level of wealth, complexity compounds: more strategies, more advisors, more decisions to be made.
Summit serves as your central point of coordination, bringing your investments, taxes, estate planning, family priorities, and philanthropic goals into one clear plan so that instead of managing a team of disconnected advisors, you have a team that manages everything together, on your behalf, with your full picture always in view.
Your priorities, your people, and your long-term goals should be organized around a shared strategy that includes:
Your portfolio shouldn’t exist on its own. We manage investments with an eye toward risk, liquidity, and long-term goals, and evaluate public and private opportunities in the context of your entire balance sheet, not just market returns.
Wealth goes further and lasts longer when families communicate well. We help guide family conversations, establish decision-making structures, and provide financial education so the next generation understands both the responsibility and the opportunity that comes with wealth.
There are many professionals involved at this level, and that’s a good thing. We work alongside your CPAs and attorneys to help ensure strategies are coordinated, practical, and working the way they were intended.
For families who want their wealth to do more than grow, we help bring clarity to giving. That may include structuring philanthropy, refining priorities, or simply making sure generosity aligns with your values.
Liquidity events. Major decisions. Unexpected changes. When things get complicated, you have a team that knows your full picture and can help you think clearly through what comes next.
“Our services are built piece by piece around each family’s unique needs, ensuring that everything we do solves for the complexities they face. Their goals become our goals, their challenges become our challenges. The end result is a life you planned for. A life you curated. A life driven by purpose and intention.”
That’s the power of Living Fully.
MICHAEL R. COMSTOCK, CFP®, AIF®
Head of Family Office Services
Our process starts with taking the time to understand your family’s complete situation, uncover complexity, and clarify what matters most before we recommend anything.
Grounded in meaningful dialogue and careful listening, our discovery process takes the time to understand a family’s full picture, uncover complexity, and clarify priorities, aligning near-term needs with long-term goals.
We align priorities, perspectives, and decision-makers around a shared understanding of goals and trade-offs, so investment strategy, planning, governance, and implementation stay coordinated.
We serve as a central point of coordination, translating strategy into action alongside a family’s existing advisors.
Consistent communication and narrative-driven reporting keep clarity intact as families and circumstances evolve.
