Complex Wealth. Clear Direction.

Family Office Services: A more intentional way to manage significant wealth.

A Clear Plan

Most families with significant wealth don’t crave more strategies. They crave alignment. At Summit, we bring your investments, taxes, estate planning, and family priorities into one clear plan, so decisions aren’t made alone and nothing important gets missed.

Investment Oversight

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.

Family Governance

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.

Estate, Trust, and Tax Coordination

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.

Legacy planning and Philanthropy

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.

Support for Life’s More Complex Decisions

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.

Proud Member of the UHNW Institute

Summit Wealth Group is a proud member of the UHNW Institute. This represents a commitment to staying at the forefront of best practices for serving ultra-high-net-worth families. It also underscores an ongoing dedication to advanced education, collaboration, and thoughtful leadership around the unique needs families in this demographic face.

Our Process:

Discovery: Our discovery process is grounded in meaningful dialogue and careful listening. We take the time to understand a family’s full picture, uncover complexity, clarify priorities, and align near-term needs with long-term goals. This insight informs a strategy designed to support confident decision-making over time.

Alignment: We align priorities, perspectives, and decision-makers around a shared understanding of goals and trade-offs. This step ensures that investment strategy, planning, governance, and implementation are coordinated—creating clarity and consistency across the full scope of a family’s wealth.

Implementation: We serve as a central point of coordination, translating strategy into action. By working closely with families and their advisors, we ensure implementation is thoughtful, consistent, and aligned with long-term objectives.

Ongoing Discussions and Review: Our work continues through consistent communication and narrative-driven reporting that brings clarity to complexity. As families and circumstances evolve, we regularly review outcomes, refine strategies, and remain closely aligned with long-term objectives.

A Long-Term Partnership

"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

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