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Summit Family Office Services
Summit Family Office Services operates as a multi-family office from Bellevue. It supplies wealth management, investment advisory and legacy planning to...
Summit Family Office Services
Summit Family Office Services operates as a multi-family office from Bellevue. It supplies wealth management, investment advisory and legacy planning to affluent families and individuals. No founding year or specific wealth-origin branch appears in available records. The firm deploys across private equity, private credit, real estate and fund-of-funds vehicles. Confirmed focuses include growth-stage opportunities in Digital Health, FinTech and PropTech. Geographic reach covers North America and Europe. Related entities include The Bowery Project mixed-use development in Akron. Team size and additional offices remain undisclosed. Philanthropic ties include the Brennan Family Foundation and board roles at the GAR Foundation and Akron Community Foundation. Dave Young holds a CFA charter; Jeff Kauffman holds a CDFA credential. The firm maintains board relationships with the University of Akron and Akron Children's Hospital. These connections supply access to local operating and philanthropic networks distinct from pure investment mandates.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Bellevue
Corporate office
Bellevue, United States
Principals
Dave Young
Principal
Jeff Kauffman
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Summit Family Office Services?
Principals Dave Young and Jeff Kauffman oversee operations. Young is a CFA charterholder. Kauffman is a Certified Divorce Financial Analyst.
What investment types does Summit Family Office Services use?
The firm employs private equity, private credit, real estate and fund-of-funds structures. It also conducts philanthropic and mission-related investing.
Which sectors does Summit Family Office Services target?
Confirmed focuses include Digital Health, FinTech, Healthcare Services, Industrial Tech and PropTech. Growth-stage investments form the primary stage.
Where does Summit Family Office Services invest geographically?
Activity spans North America and Europe. A named project sits in Akron, United States.
How is Summit Family Office Services connected to philanthropic vehicles?
Ann Brennan serves on boards including the GAR Foundation and Akron Community Foundation. The Brennan Family Foundation appears among related entities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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