Summit Family Office Services (SFOS) Overview

General Information

Summit Family Office Services (SFOS) is a multi-family office headquartered in Bellevue. The firm provides comprehensive wealth management, investment advisory, and legacy planning services to affluent families and individuals. With a focus on long-term stewardship, SFOS structures tailored solutions across asset classes, estate planning, and philanthropic initiatives—supports clients in preserving and growing multigenerational wealth while addressing complex financial needs and objectives.