Total control over documents, communications, and financial data — unified in a single secure platform built for the complexity and discretion your family requires.
Family offices manage vast, complex portfolios spanning public equities, private investments, real estate, trusts, and philanthropic entities. Yet most still rely on fragmented tools — email for communication, shared drives for documents, spreadsheets for reporting — creating security gaps and operational friction.
As wealth transfers to the next generation, expectations are changing. Younger family members expect seamless digital access. Managing multiple entities, advisors, and service providers across a patchwork of tools is unsustainable.
A private, white-labeled portal that carries your family’s identity. Single sign-on access to everything — documents, reports, communications, and more.
256-bit encrypted document storage with granular permissions. Control exactly who sees what — across family members, trustees, advisors, and staff.
See every account, entity, and investment class in one view. Data flows in automatically from your portfolio management and accounting systems.
Built for multi-generational families. Improved communication via web and mobile private messaging and notifications. Structured access ensures the right people see the right information as roles and responsibilities evolve.
“Our board hired an outside firm to audit every vendor we use. Summitas was the only platform that came back with zero findings. That’s not common in this space.”
— Chief Technology Officer, Top 10 Single Family Office
Family Communication
Task Management
Family offices operate in a world where discretion is paramount. Summitas was designed from the ground up for organizations that require the highest levels of data privacy, access control, and audit transparency. Every interaction is logged, every document is encrypted, and every permission is configurable.
Schedule a private demo tailored to your family’s needs.
Let’s Connect
USA
Canada
