Enduring by Design.
Institutional Strength. Global Reach. Concierge Care.
About Summit Global Family office
Where Institutional Expertise Serves Generational Vision.
Legacy is rarely accidental. It is built through intention, not preservation alone.
The most enduring family enterprises are shaped through structure, perspective, and stewardship that extend far beyond investment performance alone. Summit Global Family Office brings institutional capability into closer alignment with the human realities behind significant wealth—continuity, responsibility, and the future families hope to create together.
Built by a Family. For Families.
Why Summit Global Investments – and why our Family Office is different.
Significant wealth often involves far more than investment management alone. Estate structures, tax considerations, business interests, philanthropic objectives, and family governance all play a critical role in preserving and transitioning wealth effectively across generations.
At Summit Global Family Office, Wealth Structuring & Legacy Planning is approached through a coordinated framework designed to align every aspect of a family’s financial life with long-term objectives and enduring family values.
Our Origin
Summit Global Investments was founded in 2010 in the wake of the 2007–2008 financial crisis — not from a business plan, but from a family conversation. David Harden’s father, recently retired, asked his son a simple question: “Can you help protect what I’ve worked my whole life for?” The institutional risk‑management strategies he needed required minimums of $50 to $100 million. For an individual family, no good option existed. Dave built one. That family conversation became a firm — and the firm became a platform.
The Gap We Are Set to Close
Most “family office” RIAs and multi‑family offices are advisory practices that outsource the investing. Most institutional managers were built for institutions, not for families. SGI was built the other way around: an institutional‑grade investment firm that grew up serving a family first, then opened its doors to others.
What Makes SGI’s Family Office Unique
- Investment first DNA — Our nationally recognized Managed Risk Approach is engineered to take less risk when markets rise and lose less when they fall. Most family offices use 3rd-party investing, essentially buying investments from someone else; we can build it in house, and the family principal works directly with the CIO. Compounding capital in both the private and public markets is at the core of SGI.
- What Makes SGI’s Family Office Unique — Portfolio management, investment policy and asset allocation, trust and estate coordination, tax‑aware planning, philanthropic structuring and business consulting — delivered under one roof, by one team, with one dedicated manager.
- Independent and fiduciary — An SEC‑registered, independently owned RIA. No proprietary product mandates, no captive distribution, no hidden agendas. Aligned with the family, full stop.
- Founded for families like yours — SGI exists because a family needed it. That origin shapes everything — including a tax-efficient, cost sharing model that gives families access to capabilities not available throughout the industry.
The Same Care, Extended to Your Family
Fifteen years ago, Dave Harden built SGI to answer one family’s question. That standard — the standard a son would set for his own father — is the standard we bring to every family we serve. It is why our Family Office exists, and why it is different.
Our Breadth and Depth of Service
A Strategic Framework for Family Continuity
Stewardship, Made Personal
What began as helping a father navigate the complexity of managing wealth became the foundation for a Family Office built around continuity, trust, and long-term stewardship.
Institutional Investment Core
A deeply integrated institutional investment platform guiding portfolio construction, private capital access, and long-term wealth strategy across public and private markets.
Broad Family Capabilities
An integrated framework spanning investment management, wealth structuring, philanthropy, governance, and multi-generational financial planning.
Global Reach
Supporting internationally active families through cross-border coordination, global investment insight, and long-term continuity planning.
institutional acumen
The Investment Engine at Our Core.
Institutional expertise that defines our Family Office advantage.
At the center of Summit Global’s Family Office is a fully integrated institutional investment engine. Our in-house portfolio management team drives disciplined, research-led strategies across public and private markets.
This capability is not an extension; it is the foundation. Every decision is guided by a unified philosophy and executed with precision, delivering a more cohesive and effective approach to managing significant wealth.
beyond the balance sheet
Complex Wealth Requires More Than Financial Planning.
A coordinated framework designed to align every dimension of significant wealth.
Family wealth rarely exists in isolation. It intersects with businesses, estates, philanthropy, governance, private investments, liquidity events, and the aspirations of future generations. Managing these moving parts effectively requires more than advice—it requires coordination, structure, and perspective.
Summit Global Family Office integrates institutional investment management, private capital, multi-family office services, philanthropy & impact, and wealth structuring into a unified platform designed to simplify complexity without oversimplifying the families we serve.
beyond borders
Wealth No Longer Lives in One Place.
A global perspective for families whose lives, assets, and opportunities extend across borders.
Modern family wealth increasingly moves across jurisdictions, markets, generations, and cultures. From globally diversified investments and private market opportunities to international family governance and succession planning, the realities of significant wealth have become inherently more interconnected.
Summit Global Family Office brings experience supporting internationally active families and global partnerships through a framework grounded in institutional perspective, cross-border coordination, and long-term continuity.
What Endures, Deserves the Strength to Sustain it.
The strongest family enterprises are built to sustain purpose over time.
The strongest family enterprises are built intentionally through discipline, coordinated planning, and relationships designed to endure across generations. At Summit Global Family Office, we believe enduring wealth requires a thoughtful framework capable of supporting longevity through changing markets, evolving family dynamics, and future generations still to come.
That belief continues to shape everything we build: institutional capability without unnecessary complexity, global perspective without losing personal connection, and concierge-level care grounded in genuine responsibility to the families we serve.
