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Summit Private Wealth Overview
Type
Family Office - Multi
Year Founded
2012
General Information
Summit Private Wealth is a multi-family office headquartered in Montreal, Canada. Founded in 2011, the firm grew out of founder Gene Kim’s investment advisory business and now stewards capital for Canadian and international families. The team blends financial planning, alternative investments and tax-efficient structuring to preserve and compound wealth across generations while maintaining an independent, partnership-driven model aligned with client interests.
Contact Information
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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