The cornerstone of Park City Family Office’s proprietary investment philosophy is to align your wealth and entrepreneurial ventures with your vision. At the same time, we will be preserving the family legacy you’ve worked so hard to create. Our holistic approach goes far beyond wealth management, instead tapping into nearly every facet of your life. Through solution seeking, complete honesty, and strategic collaboration, we help foster a spirit of enterprise and entrepreneurship in your family. The result is to ensure every aspect of your legacy works together in harmony. And, we have fun while doing so! We believe in showing up and making a difference, not only in your life and that of your family, but in how you seek to impact the world around you through philanthropy.
Our team is led by Bruce Greenwald and Morgan Lemaitre. These two esteemed managing directors act as the driving force behind capitalizing on your life’s success and bringing it even further than you imagined. They are both consultants and problem solvers. They oversee all aspects of your financial wellbeing, including but not limited to: estate planning and wealth transfers, philanthropic efforts, insurance, portfolio management, family legacy and governance, tax strategies, cash, debt, and expense management. While these are some of Park City Family Office’s specialties, we are happy to help entrepreneurs and families in every way possible, including networking with other financial professionals who can come together to build on your existing wealth. There is nothing we can’t bring to the table, and we leave no proverbial stones unturned.
Our highly-specialized team of professionals work in harmony to support each of our clients’ unique needs. This includes everything from attorneys and investment bankers, to life coaches and senior living specialists, and even travel coordinators and concierges. Park City Family Office is proud to partner with leading experts in the industry as we continue our quest to bring families the best financial guidance in the business. Rated 5 stars on Google, we strive to surpass the expectations of every client we work with.