About SUMMIT FAMILY OFFICE SERVICES, LLC
SUMMIT FAMILY OFFICE SERVICES, LLC is a trusted and experienced financial services firm that specializes in providing comprehensive and personalized wealth management solutions to high net worth families, individuals, and institutions. With a team of highly qualified and knowledgeable advisors, they strive to help their clients achieve their financial goals and secure their financial future.
How Does the Advisor Help Clients – Key Takeaways:
• SUMMIT FAMILY OFFICE SERVICES, LLC provides customized wealth management solutions tailored to their clients’ unique needs and goals.
• Their team of expert advisors offers personalized financial planning, investment management, and estate planning services.
• They have a thorough understanding of tax laws and regulations and work with their clients to implement tax-efficient strategies.
• By leveraging their vast network of resources, they provide their clients with access to exclusive investment opportunities and specialized services.
Facts and Insights
For more information on SUMMIT FAMILY OFFICE SERVICES, LLC, here are some key facts and insights to consider:
Assets Under Management:
According to the most recent SEC filings, SUMMIT FAMILY OFFICE SERVICES, LLC manages approximately $3.5 billion in assets under management (AUM).
Number of Advisors:
At present, SUMMIT FAMILY OFFICE SERVICES, LLC has a team of 14 highly skilled advisors who work closely with their clients to offer personalized financial solutions.
Time in Business:
With over 20 years of experience, SUMMIT FAMILY OFFICE SERVICES, LLC has been providing top-notch financial services to their clients since 1999.
Financial Services Offered
SUMMIT FAMILY OFFICE SERVICES, LLC offers a comprehensive range of financial services designed to help their clients achieve their unique financial goals. These services include:
Financial Planning:
Their experienced advisors work closely with their clients to create a personalized financial plan that encompasses their goals, risk tolerance, and financial concerns.
Investment Management:
SUMMIT FAMILY OFFICE SERVICES, LLC offers customized investment solutions, including portfolio management, asset allocation, and risk management, to help their clients grow and protect their wealth.
Estate Planning:
With a thorough understanding of estate planning strategies and techniques, their advisors assist their clients in preserving their wealth for future generations.
Client Types
SUMMIT FAMILY OFFICE SERVICES, LLC caters to the unique financial needs of high net worth families, individuals, and institutions. Their clients range from successful entrepreneurs and executives to families with multi-generational wealth.
Fees & Compensation
As a fee-only firm, SUMMIT FAMILY OFFICE SERVICES, LLC charges a percentage of AUM as their fee. This transparent fee structure ensures that their advisors are always working in their clients’ best interests.
Background
SUMMIT FAMILY OFFICE SERVICES, LLC was founded by a team of experienced and highly qualified advisors who noticed a gap in the market for comprehensive and personalized wealth management services. Through their years of experience and dedication to their clients, they have built a reputation for excellence in the financial services industry.
Financial Advisor Disclosures to Know
It’s important to note that financial advisors at SUMMIT FAMILY OFFICE SERVICES, LLC have no reportable legal or disciplinary disclosures on their record. This means that they have a clean track record and can be trusted to handle their clients’ finances with the utmost professionalism and integrity.
In conclusion, SUMMIT FAMILY OFFICE SERVICES, LLC is a reputable and experienced financial services firm that provides personalized and comprehensive wealth management solutions to high net worth families, individuals, and institutions. With their commitment to excellence and expertise in financial planning, investment management, and estate planning, they are dedicated to helping their clients achieve their unique financial goals and secure their financial future.