PARK CITY FAMILY OFFICE

Our highly-specialized team of professionals work in harmony to support each of our clients' unique needs. This includes everything from attorneys and investment bankers, to life coaches and senior living specialists, and even travel coordinators and concierges. Park City Family Office is proud to partner with leading experts in the industry as we continue our quest to bring families the best financial guidance in the business. Rated 5 stars on Google, we strive to surpass the expectations of every client we work with... Our team is led by Bruce Greenwald and Morgan Lemaitre. These two esteemed managing directors act as the driving force behind capitalizing on your life's success and bringing it even further than you imagined. They are both consultants and problem solvers. They oversee all aspects of your financial wellbeing, including but not limited to: estate planning and wealth transfers, philanthropic efforts, insurance, portfolio management, family legacy and governance, tax..

Primary location: Park City United States