Welcome to The UHNW Institute Advisory Board, Bill Wyman

Please join us in welcoming William (Bill) Wyman to The UHNW Institute’s advisory board! As President of Family Office Services at Summitas, LLC, Bill brings nearly 40 years of experience with family offices and investment advisors. His impressive career includes leadership roles at BNY Mellon, Rockefeller & Co., Deutsche Bank and J.P. Morgan. A regular speaker on software trends, technology risks and family office operations, Bill holds a BA from Notre Dame and an MBA from Fordham. We’re excited to benefit from his wealth of knowledge and innovative approach to further enhance our Advisory Board.



William (Bill) Wyman

President of Family Office Services

Summitas, LLC

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