Summit Private Wealth
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.
Summit Private Wealth
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.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
—
Location
Region
North America
Country
—
City
Oakville
Corporate office
2275 Upper Middle Road East, Suite 101, Oakville, Ontario L6H 0C3
Frequently asked questions
What is Summit Private Wealth?
Summit Private Wealth is a multi family office headquartered in Oakville.
When was Summit Private Wealth founded?
Summit Private Wealth was founded in 2012.
Where is Summit Private Wealth headquartered?
Summit Private Wealth is headquartered in Oakville, in the North America region.
What does Altss track for Summit Private Wealth?
Altss maintains an OSINT-verified profile of Summit Private Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Summit Private Wealth's website?
Summit Private Wealth's public website is summitpw.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Summit Private Wealth?
Summit Private Wealth is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Summit Private Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Summit Private Wealth?
Summit Private Wealth's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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