Summit Fund Services Family Office Service Offering

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For the family offices we partner with, our team looks to become a trusted resource, helping them navigate the complexities of running the back office operations for a large institution. We assist our family office clients with the management of their third-party service provider relationships in preparing periodic cash and securities reconciliations, coordinating and preparing the reporting and providing audit support.

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Reach out to Summit Fund Services today to understand how we can become a helpful resource to your family office operations.