PARK CITY FAMILY OFFICE OFFERS A TEAM OF HIGHLY-SPECIALIZED,
Our team is led by our esteemed managing directors, Bruce Greenwald and Morgan Lemaitre. They act as consultants and problem solvers, overseeing all aspects of your financial wellness, bringing other specialists to the table as needed. Our highly-specialized multidisciplinary team of professionals work in harmony to support our clients’ unique needs; including everything from tax specialists and attorneys, to life insurance specialists, and investment bankers. We partner with only the best in the business to ensure all of your needs are met.
Morgan is a founding partner and Managing Director of Park City Family Office.
Bruce is a founding partner and Managing Director of Park City Family Office.
Risk Mitigation Specialist
Michelle is the a Risk Mitigation Specialist for the Brunswick Companies and provides her 15 years of experience to Park City Family Office clients.
Accounting & Tax
Blake has spent 40 years in the Tax & Accounting industry and is one of the country's leading authorities on Opportunity Zones.
Family Counsel & Life Care Specialist
Jamie is a licensed clinical social worker and nationally certified care manager.
Insurance Planning Specialist
Senior Living Specialist
Barbara is an attorney that focuses on Elder Law and Estate Planning. She is licensed to practice law in New York and Connecticut.
Amanda Renea Hall
Private Client Services
Investment Banking Specialist
Mr. Weinmann primarily responsible for managing mergers, acquisitions, financing & ESOP transactions.
Executive Team Coordinator
Park City Family Office has a comprehensive approach to family and entrepreneurial wealth management. Our team of experts come together holistically to seamlessly create a plan for your current and future financial security. With over 50 years of combined experience, our Managing Directors have helped countless families confidently fulfill their goals. Whether it is working through a business exit, finding the best stock portfolios for your family, pre and post liquidity events, or simply ensuring financial security for your future. We are committed to building a lasting legacy for you and your family.
If you have any questions about the services Park City Family Office offers, we are pleased to answer them. We will be happy to walk you through the process of working with us, and how it can benefit you. Just give our office a call today!