THE FINANCIAL PROFESSIONALS YOU NEED ALL UNDER ONE ROOF
Our services are tailored to multi-generational families who are enterprising, entrepreneurial, and philanthropically-minded. They value wellness and stewardship, and use their success to impact others. They live their lives with intention, and have exacting standards for themselves and those around them. They often have existing relationships with other strategic partners, and we take the lead role in ensuring that everyone is working together in harmony for your greatest benefit. Environmental, social, and governance factors guide many of their decisions, and they strive to leave a family legacy that carries their assets and values through many generations to come.
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What is the State of your Estate? Let Park City Family Office help your family take an inventory of your goals, aspirations, & expectations, in a comprehensive manner that incorporates Estate Planning, Investment Strategies, Tax, Accounting, and Insurance.