We believe significant wealth requires an elevated approach.
Summit Trail Advisors is a Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives.
Overseeing billions in client assets, we have the scale to drive pricing power for our clients and attract the industry’s top talent internally, yet we are still small enough in size to access truly boutique and differentiated solutions for our clients. Additionally, we have a powerful network of clients, business partners, and colleagues collaborating to drive better ideas and solutions. With a true partnership culture, we collaborate across teams, regions, fellow trusted advisors, and clients and create environments where clients can connect in unique ways with other like-minded, successful families.
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Frequently asked questions
When was Summit Trail Advisors founded?
Summit Trail Advisors was founded in 2015.
What industry is Summit Trail Advisors in?
Summit Trail Advisors operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Summit Trail Advisors based?
Summit Trail Advisors is headquartered in New York, United States.
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