Summit Global Investments has announced the next evolution of Summit Global Family Office, an elevated family office platform designed to serve ultra-high-net-worth individuals, multigenerational families, entrepreneurs and globally connected clients. The platform delivers a highly integrated framework of institutional investment management, global advisory, private capital access and long-term wealth stewardship.
The expansion marks a significant advancement in the firm's family office capabilities, highlighted by the addition of J. Golden Moore as director of global client advisory. Moore brings extensive experience advising internationally active families and complex global wealth structures, further strengthening Summit Global's ability to support clients navigating cross-border investments, multijurisdictional planning, international family governance and globally diversified wealth.
Unlike many traditional family office platforms that outsource investment managem
