A Summit spokesperson said the firm has a robust pipeline of signed transactions through the second quarter of 2025, and they expect this year’s activity to be as strong if not stronger than 2024.

Summit empowers entrepreneurial advisors, like Genex, by combining the flexibility of independence with a comprehensive multi-family office ecosystem designed to accelerate professional growth by ...

We use cookies to authenticate, authorize, verify, analyze and secure the application. The application will not work with cookies disabled. if the cookies are disabled on your browser, please enable ...