The Park City Summit gathering at sunset
Annual Summit

Park City Summit

A mountain gathering of stewards, families, and ideas

March 2024 Park City, Utah
Explore
Back to Past Events

The Park City Summit featured insightful discussions on impact investing, portfolio construction, succession planning, and technological innovation led by distinguished speakers and subject matter experts.

Attendees enjoyed meaningful connections at unique venues like the High West Distillery and The Warehouse Club, while participating in specialized sessions addressing the evolving landscape of family wealth management, generational transitions, and strategic investment approaches in today’s macroeconomic climate.

Attendees gathering at the Park City Summit

High West Distillery

An evening among copper stills and the slow craft of distillation—a fitting backdrop for the kind of unhurried, unscripted conversation Spark gatherings invite. Members gathered in the amber glow of the tasting room, exchanging perspectives on impact investing and the alignment of capital with personal conviction.

Private gathering at The Warehouse Club

The Warehouse Club

A private setting tucked away from the main thoroughfare, where members shared meals and ideas in the easy intimacy that defines our summits. Here, conversations turned to succession planning and the human work of generational transitions—preparing the next generation with both stewardship and agency.

Sessions & Conversations

What We Explored

Impact Investing

Conversations on aligning capital with conviction—deploying portfolios that reflect each family’s values without sacrificing rigor or returns.

Portfolio Construction

Strategic investment approaches calibrated for today’s macroeconomic climate, with frameworks for resilience across cycles.

Succession Planning

The human and structural work of generational transitions—preparing the next generation with both stewardship and agency.

Technological Innovation

How emerging technologies are reshaping family wealth management, operations, and the way offices serve the families behind them.

Park City Summit — group discussion
Park City Summit — networking
Park City Summit — evening event
Park City Summit — keynote session
Park City Summit — mountain setting
Park City Summit — members connecting

Spark gatherings are private, member-only spaces. The conversations begun on the mountain continue, year-round, in city dinners and quiet correspondence between members.

Inquire About Membership