Managing risk with every step Institutional Consulting
Seven Summits Partners
925-746-0270
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
“We focus on helping you protect your financial well-being and the stability and success of your organization so you can focus on your mission, the community you serve and those you care about most.”
— Kevin Sánchez
Institutional Consulting
Mountain climbing and nonprofit investment consulting have a lot in common
Kevin Sánchez passionately and prudently climbs mountains. Successfully navigating the journey upward and the final challenge, the summit ridge, are as important as reaching the peak. That’s the approach we take toward fiduciary responsibility as we help boards of nonprofits, foundations and endowments structure their Investment Policy Statements, invest their multiple investment pools and pursue their goals. Seven Summits Partners helps you manage risk with every step.
Private Wealth Management
Advice for the complex wealth challenges successful families face today
In addition to our many nonprofit relationships, our team has broad experience working with individuals and their families. We strive to understand what matters most to you, the success you’ve created and the legacy you hope to leave behind. We then access the resources and collaboration of UBS Private Wealth Management to deliver the comprehensive wealth planning advice to help you pursue your goals today— and tomorrow.
Seven Summits Partners
