PARK CITY FAMILY OFFICE OFFERS A TEAM OF HIGHLY-SPECIALIZED,
Our team is led by our esteemed managing directors, Bruce Greenwald and Morgan Irvin, who act as consultants and problem solvers, overseeing aspects of your financial wellness and bringing other specialists to the table as needed. Our highly-specialized multidisciplinary team of professionals work in harmony to support our clients’ unique needs; including everything from attorneys and investment bankers, to life coaches and senior living specialists, and even travel coordinators and concierges. Park City Family Office is proud to partner with The Family Wealth Alliance as it continues its quest to bring families the best guidance in the business.
Morgan is a founding partner and Managing Director of Park City Family Office.
Bruce is a founding partner and Managing Director of Park City Family Office.
Chief Investment Strategist
Richard is the Chief Financial Strategist of Park City Family Office and currently lives in New York City.
Accounting & Tax
Blake has spent 40 years in the Tax & Accounting industry and is one of the country's leading authorities on Opportunity Zones.
Risk Mitigation Specialist
Michelle is the a Risk Mitigation Specialist for the Brunswick Companies and provides her 15 years of experience to Park City Family Office clients.
Insurance Planning Specialist
Senior Living Specialist
Barbara is an attorney that focuses on Elder Law and Estate Planning. She is licensed to practice law in New York and Connecticut.
Amanda Renea Hall
Private Client Services
Family Counsel & Life Care Specialist
Jamie is a licensed clinical social worker and nationally certified care manager.