A centralized operating platform that provides
secure access to complex digital lives.
NEW
YORK, May 7, 2024 /PRNewswire/ -- Bill Wyman, Summitas President of Family Office
Services, won the "Lifetime Achievement" award from
WealthBriefing at this year's 2024 Family Wealth Report
(FWR) Awards. This award category is for individuals' outstanding
contributions to the Wealth Management industry.
"His unwavering commitment has not only
advanced our operations but also established a benchmark for client
advocacy."
Showcasing 'best of breed' in the Americas, the awards recognize
outstanding organizations, grouped by specialty and geography, that
the prestigious panel of an independent advisory board deemed to
have 'demonstrated innovation and excellence during the last year.'
This process makes WealthBriefing awards so prized among
winners, finalists, and commended alike.
Summitas also won the 'Client Communications (Excl. Reporting)'
category at the Eleventh Annual Family Wealth Report Awards 2024
program.
"We are elated that Bill Wyman
has been honored with the Lifetime Achievement Award. Bill's
profound influence began at a pivotal moment for Summitas,
transforming us from a fledgling venture into a solution used by
many of the best-known family offices in the world," said
Dan Gregerson, CEO of Summitas. "His
unwavering commitment has not only advanced our operations but also
established a benchmark for client advocacy. Bill's legacy
transcends his professional success; it resonates deeply through
the growth and development of those he mentors and supports. This
award is a testament to his remarkable contributions and the
lasting impact he has made on our industry and community. We are
immensely proud that Bill's exceptional work has been recognized by
Family Wealth Report and its distinguished panel of experts and
peers."
Summitas provides a centralized client operating platform that
gathers data from multiple sources, including user-generated
content, to simplify operations, increase communication, and
organize, protect, and share information—all from one place. From
the Digital Vault to collaboration tools, integration of financial
information, task management, and streamlined workflows, a branded
Summitas portal provides measurable value to family offices, wealth
advisors, and other client-facing businesses.
About Summitas
Established in 2007 by seasoned entrepreneurs with a deep
understanding of ultra-high net worth clientele and
mission-critical software development, Summitas was born out of a
vision to harness technology to cater to the evolving needs of the
21st-century wealth industry.
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SOURCE Summitas