Lasting wealth management requires a network of specialized expertise to ensure that what you pass on to your children outlasts your lifetime. Bruce and Morgan, the founding partners behind Park City Family Office, have made it their mission to steward families with wealth into establishing a legacy for future generations and making a difference.

Not only are they professionals in financial guidance, both Morgan and Bruce are Park City locals who fell in love with living here from the moment they arrived. The community, they found, was just so embracing. Park City felt like home.

Both Bruce and Morgan sought to become involved with local nonprofits, such as The People’s Health Clinic and the world renowned Egyptian Theater. It’s this spirit of giving back that empowers their deeper mission with Park City Family Office: living a fulfilling life with family, friends, and community.

Keep an eye out when stopping by Sammy’s Bistro or Park City Roasters. You just might run into Bruce or Morgan living their best life

parkcityfamilyoffice.com | 518.637.5982

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