We help you define purpose for your
wealth and fortify your legacy.
Family Legacy & Governance
Cash, Debt & Expense Management
Estate Planning & Wealth Transfer
Bookkeeping & Bill Pay
Hard work and passion have gotten you to where you are now, but for all the opportunities that success creates, it brings just as many challenges. Preserving your family’s legacy for generations to come requires a highly-specialized approach that reflects your values and has a foundation of family governance, with well-defined methods to maximize communication, minimize conflicts, and make collaborative decisions.
Here at Park City Family Office, our proprietary investment philosophy is designed to help you align your wealth with your values while protecting and preserving the legacy you’ve worked so hard to create. Our holistic approach goes far beyond wealth management to help address nearly every facet of your life and family. Through formality, counsel, and strategic collaboration, we help you foster a spirit of enterprise and entrepreneurship in your family to ensure everything works together in harmony.
The 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 others to the table as needed to help you define your family legacy and make the impact you seek. In addition, 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 it’s quest to bring families the best guidance in the business.
You’ve worked hard to accomplish what you have, and you deserve to spend your time doing what you love with the people you care about most. Our job is to create the necessary space for you to be able to live your best life, knowing you have the right people working on your behalf to define and preserve your family’s legacy. Embracing our role as consultants and strategists, our Managing Directors will make sure that the right experts are involved in the right decisions, using innovation and creativity to solve problems in areas such as wealth preservation, generational transition, and family governance. The end result is confidence, peace of mind, and the freedom to enjoy your life and family.
Our solutions are tailored to multi-generational families who are enterprising, entrepreneurial, and philanthropically-minded. They value wellness and stewardship, and use their success to impact others. They live their lives with intention, and have exacting standards for themselves and those around them. They often have existing relationships with other strategic partners, and we take the lead role in ensuring that everyone is working together in harmony for your greatest benefit. Environmental, social, and governance factors guide many of their decisions, and they strive to leave a family legacy that carries their assets and values through many generations to come.
When it comes to entrusting a professional to manage and preserve wealth for your family—experience is everything. And so are strong relationships. Bruce Greenwald founded Park City Family Office with these key elements at the core; people, purpose, process. A Founding Partner and Managing Director, Bruce is passionate about connecting families with what matters to them—helping to maximize their wealth to make a difference and evolve their vision for the future. With close to four decades of experience as a banker, financial professional, and entrepreneur, Bruce believes in the power of building bridges. His expertise in creating pathways toward opportunities enables families to understand their wealth’s power and purpose—now and for generations to come.
Bruce has advised families about their wealth and managed risk at some of the largest banks and corporations in the world, including British Petroleum, Republic National Bank of New York, and Morgan Stanley. He also has been a frequent speaker at conferences, focusing on risk management strategy.
Bruce believes that purpose comes with community service. He serves on the Board of Trustees for the People’s Health Clinic in Park City, Utah and The Jewish Federation of Utah. Prior to establishing Park City Family Office, Bruce co-founded the RIA, One Seven. Bruce and his wife Rona enjoy taking part in Park City’s active community, especially skiing, hiking, and biking.
- People’s Health Clinic: Board of Trustees
- The Jewish Federation of Utah: Board of Trustees
Morgan Irvin, CFP®
Morgan Irvin is a founding partner and Managing Director of Park City Family Office. She believes that successful families lead with people, not process – she employs this framework as she advises families about their businesses, philanthropic legacies, and family constitution. Leading with her diverse background and core-value-first approach, Morgan empowers enterprising families to define and fulfill their greater purpose. With a deep understanding of each family’s unique needs, she ensures wealth is best positioned to drive their passions and ambitions. Through aligning inter-generational values and vision, she helps to create investment and governance strategies that endure the test of time.
Prior to founding Park City Family Office, Morgan worked in the investment industry with Raymond James, Goldman Sachs, and UBS. Morgan is passionate about making a difference in the community, currently serving on the Board of Trustees for The Egyptian Theater in Park City, Closer to Cure Foundation, and the Executive Committee of Upbeat of Utah Symphony Utah Opera.
An accomplished athlete, she is a two-time United States Figure Skating Gold medalist, and is a three-time competitor for the United States Junior World Synchronized skating team. She lives in Park City, Utah, where she enjoys spending timing with her family and the active lifestyle of the mountains.
- The Egyptian Theater: Vice President, Board of Trustees
- KPCW: Volunteer DJ
Former Community Involvement
- Closer to Cure Foundation: Treasurer, Board of Trustees
- Upbeat of Utah Symphony Utah Opera: Executive Committee
- CREW Utah
- Utah Women In Film: Treasurer, Board of Trustees
- Park City Ice Arena: Figure Skating Coach
Chief Investment Strategist
Chief Wealth Strategist
Insurance Planning Specialist
Amanda Renea Hall
Manager, Private Client Services
Matthew L. Mitton
Legal & Estate Counsel
Senior Living Specialist
The RISE MethodTM
Our proprietary approach, The RISE MethodTM, is rooted in principled decision making. Every step taken must meet four criteria designed to help create the legacy you desire and preserve it for many generations to come.
Responsible • Innovative • Strategic • Enduring
Our Partnership with One Seven
Park City Family Office is a DBA of We Are One Seven, LLC. We chose to align ourselves under the One Seven brand because of their commitment to clients and the network of professionals and resources that we have access to through our affiliation.
More than the typical wealth management firm, One Seven’s independent advisors are motivated by the big picture of how your financial and personal wellbeing fit together. Our customized approach, advice, and solutions help you get to the core of what really matters, tap into life-changing opportunities, grow your wealth, and build legacies around the things you truly care about.
For more information about our firm and how we may be of service to your family, we would love to speak with you at your convenience. Or, if you’d prefer, you can contact us utilizing the form below.
1375 Deer Valley Drive, Suite 219
Park City, UT 84060