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Summit Private Wealth
Summit Private Wealth launched in Oakville, Canada, in 2012 under founder and president Gene Kim, growing from a private-client advisory practice into a...
Summit Private Wealth
Summit Private Wealth launched in Oakville, Canada, in 2012 under founder and president Gene Kim, growing from a private-client advisory practice into a multi-family office structure. The firm operates in tandem with Kim’s role as a senior portfolio manager at Mandeville Private Client, aligning with Michael Lee-Chin’s Mandeville Holdings and Portland Holdings network for strategic investment framework access. Summit deploys capital across private equity, real estate, infrastructure, and fund-of-funds vehicles, with confirmed sector concentration in healthcare services. The firm executes direct co-investments and special-purpose vehicles alongside fund commitments, holding an activist posture in select situations. Known portfolio assets include the Portland Private Income Fund real estate debt portfolio, a maritime assets portfolio, and global infrastructure positions. The geographic mandate centers on North America. The leadership group includes partner and senior investment advisor Michel-Olivier Marcoux and VP operations Jiwon Lee. Gene Kim chairs Tiger 21’s Montreal chapter, where Summit’s principals interface with other allocators for deal-flow sharing. He also holds membership in the Forbes Finance Council and co-founded the Mentors Club Montreal. No recent operational event was identified from the past 24 months. Summit’s architecture departs from a pure advisory shop: the firm originates and manages alternative investment vehicles directly, blending a Mandeville-aligned distribution backbone with its own independent multi-family office governance. This hybrid allows the firm to avoid the asset-gathering imperatives of a traditional wealth manager while retaining the execution capabilities of a boutique principal investor.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
Canada
City
Oakville
Corporate office
Oakville, Canada
Principals
Gene Kim
Founder and President
Sector focus
Frequently asked questions
Who runs investment decisions at Summit Private Wealth?
Founder and president Gene Kim sets the firm’s investment direction, supported by partner and senior investment advisor Michel-Olivier Marcoux. Kim also operates as a senior portfolio manager at Mandeville Private Client, linking Summit to the Mandeville Holdings and Portland Holdings network. VP operations Jiwon Kim oversees branch administration and operational support.
How does Summit Private Wealth source deals?
Summit accesses deal flow through its alignment with Mandeville Holdings and Portland Holdings, the platforms chaired by strategic partner Michael Lee-Chin. Gene Kim’s role as chair of Montreal’s Tiger 21 chapter provides additional family-office peer origination. The firm’s own multi-family office network contributes proprietary co-investment opportunities across private equity and real assets.
Is Summit structured as a single family office or does it operate more like a venture firm?
Summit Private Wealth is a multi-family office, not a single-family shop. It runs a hybrid model blending financial planning and alternative investments with direct co-investments and fund-of-funds under the same roof. The firm does not operate as a venture firm; its primary alternative vehicles span private equity, real estate debt, infrastructure, and fund commitments.
Does Summit participate in fund commitments or only direct deals?
The firm pursues both strategies. Direct co-investments and special-purpose vehicles sit beside fund-of-funds allocations in its alternative portfolios. The Portland Private Income Fund, a real estate debt vehicle, is a named direct holding, while the broader mandate includes fund commitments across private equity and infrastructure.
Which sectors does Summit explicitly target?
Healthcare services is the only sector focus confirmed for Summit’s direct investments. The firm also holds diversified alternative portfolios spanning real estate, infrastructure, and private equity through fund commitments and co-investments, but no other sector-specific concentration has been publicly declared.
Where does Summit Private Wealth’s client capital come from?
The wealth origin of Summit’s underlying families has not been publicly disclosed. The firm’s founder, Gene Kim, built the multi-family office from his Canadian advisory practice at Mandeville Private Client, serving a mix of Canadian and international families with no single disclosed source of generational wealth.
Does Summit maintain philanthropic structures, and how are they separated?
Summit’s principals support the Sainte-Justine Hospital Foundation and The Montreal Children’s Hospital Foundation, but the firm has not disclosed a formalized philanthropic vehicle or foundation carved out from the advisory business. The giving appears to be personal and advisory-linked rather than a separately governed entity.
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