Family Services | Summit Global Investments

We advocate on every facet of your wealth.

Wealth Sustained

Wealth that lasts for Generations

Why Summit Global Family Office

What sets us apart from other family service providers?

Experience

Why settle for a single expert when you can have a team of them?

SGI's Wealth Management focuses on the entire depth of our clients' balance sheets and businesses.

Private wealth management or family offices, once accessible only to wealthy family dynasties, have now become the preferred form of wealth management for everyone seeking personalized attention and service.

Through SGI's Wealth Managment, families can share the cost of having access to a full suite of professionals and services in a comprehensive, unbiased and independent approach.

Global Reach Access products and services worldwide See More	Investment Management Mitigate risk and let your money work for you See More	Asset Diversification Lower your risk with diversified asset allocation See More
Philanthropy Summit has deep experience in helping you with your philanthropy See More	Cash Flow Management Balance your spreadsheets and prepare projects for the future See More	Estate and Tax Planning Create an enduring legacy that passes on your values as well as your assets See More
Due Diligence Identifying and quantifying industry and deal-specific risks and opportunities for you See More	Analytics Get detailed analytics on all your investments with weighted returns every quarter See More	Much More Summit Global Family Office is built around you and your needs See More

Institution, Foundations and Endowments want deep experience, full transparency,
independent thought and broad access to the full range of investment options.

Institutions

Manage your institutional assets without high fees

Foundations and Endowments

Grow your Foundation or Endowment through high risk-adjusted returns

ESG

Capitalize on high impact, sustainable opportunities without compromise