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Sumnicht & Associates, LLC Overview
Type
Multi Family Office
Year Founded
1988
General Information
Sumnicht & Associates, LLC is a multi-family office headquartered in Appleton, United States. Founded in 1988, the firm originates its wealth from founder Vern Sumnicht’s investment advisory practice and now provides integrated wealth management, investment consulting, estate planning, and tax coordination for affluent families, foundations, and trusts, allocating capital across traditional and alternative asset classes to preserve and grow multigenerational portfolios.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Appleton, WI, United States
Portfolio & Notable Allocations
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