Family offices across Latin America are accelerating their digital transformation—and Summitas just earned third-party validation for being at the center of that shift. The client engagement platform has been named a winner in the “Overall Technology Solution – Latin America” category at the Miami Family Wealth Report Awards 2026.
The recognition places Summitas among a small group of technology providers shaping how ultra-high-net-worth families and their advisors manage information, relationships, and decision-making across borders. In a region where family wealth is increasingly global and multi-generational, the award underscores a growing demand for secure, centralized digital infrastructure.
Why This Award Matters
The Miami Family Wealth Report Awards are closely watched within the family office and private wealth ecosystem, particularly in Miami, Latin America, and the Caribbean—regions that serve as interconnected hubs for cross-border wealth management.
Each winner undergoes a rigorous, independent judging process, overseen by ClearView Financial Media, the publisher of Family Wealth Report. The awards recognize firms that demonstrate innovation, execution, and real-world impact—not just product ambition.
“Every category winner and highly commended firm has undergone a rigorous, independent judging process,” said Stephen Harris, CEO of ClearView Financial Media. “They join the elite list of wealth management professionals who form the global elite of the Miami Family Wealth Report Award winners.”
For Summitas, the recognition highlights both product maturity and regional relevance.
Technology Built for Global, Multi-Generational Families
Family offices face a unique set of challenges: fragmented data, complex governance structures, sensitive information, and stakeholders spread across countries—and generations. Summitas positions itself as a centralized client operating platform designed to reduce that complexity.
At its core, the platform brings together data from multiple sources, including user-generated content, into a single secure environment. Features include:
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A Digital Vault for sensitive documents
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Private communication and collaboration tools
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Financial data integration
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Task management and workflow automation
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Branded portals tailored for family offices and advisors
Rather than layering tools on top of legacy systems, Summitas aims to serve as a unified digital foundation—one that supports both operational efficiency and trusted relationships.
A Growing Focus on Latin America
The Latin American family office market is evolving quickly. Wealth is becoming more international, younger generations are taking on greater governance roles, and regulatory complexity continues to rise. Technology that can securely connect advisors, family members, and data across jurisdictions is no longer optional.
“We’re honored to be recognized for helping shape the future of family office technology across Latin America,” said Dan Gregerson, Chairman and CEO of Summitas. “As families grow more global and multi-generational, the need for trusted, secure digital infrastructure becomes essential.”
That emphasis on trust and continuity resonates in a market where relationships matter as much as returns.
Broader Implications for Wealth Tech
Summitas’ win reflects a larger trend in wealth management technology: a shift away from point solutions toward integrated platforms that support governance, communication, and collaboration—not just portfolio reporting.
As family offices professionalize and scale, especially in emerging wealth markets, vendors that can combine security, usability, and cross-border functionality are gaining an edge. Recognition from industry-specific awards suggests buyers are paying attention.
The Bottom Line
Summitas’ 2026 Miami Family Wealth Report Award win reinforces its position as a serious technology player in the Latin American family office space. More broadly, it signals that digital infrastructure is becoming core to family wealth management, not a back-office afterthought.
As family offices continue to modernize, platforms that help information—and trust—move seamlessly across borders and generations are likely to play an increasingly central role.
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