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Family Office Services

Summit Fund Services Family Office Service Offering

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.

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

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