Summit Family Office Services

Summit Family Office Services Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 2014
Founded

Summit Family Office Services General Information

Description

Summit Family Office Services is a privately-owned, independent advisory firm serving individuals and families seeking to build and protect enduring wealth. The firm specializes in the areas of in-house portfolio management and investment analysis, risk management, multi-generational wealth transfer, legacy building, and family governance oversight and administration. Additional service areas of the firm include bill payment and consolidated financial reporting, record archival and document management and concierge and lifestyle management. Summit was founded in 2014 and is based in Bellevue, Washington.

Contact Information

Year Founded
2014
Service Provider Type
LP Consultants
Primary Office
  • 147 154th Place North East
  • Suite 3103, North Tower
  • Bellevue, WA 98007
  • United States
+1 (425) 000-0000
Want detailed data on 2M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Summit Family Office Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Summit Family Office Services‘s full profile, request access.

Request a free trial

Summit Family Office Services Team (3)

Name Title Deals Office Contact
Info
David Young Founder & Managing Director Bellevue, WA
Michael Herr Executive Vice President Bellevue, WA
Jeff Kauffman Investment Advisor Bellevue, WA