Summit Trail Advisors

Summit Trail Advisors is a Networked Family Office founded in 2015. The company's slogan, "Success Through Partnership," reflects its commitment to offering an elevated approach to managing significant wealth. With a focus on catering to individuals who have outgrown traditional wealth managers, Summit Trail aims to deliver the outcomes of a more dynamic, connected approach previously only found with individual family offices. As an independent, employee-owned firm, Summit Trail acts as a fiduciary on all aspects of their clients’ financial lives, prioritizing their interests. With billions in client assets under management, Summit Trail possesses the scale to drive pricing power and attract top industry talent while remaining small enough to access boutique solutions. The company fosters a powerful network of clients, business partners, and colleagues to drive better ideas and solutions. Embracing a true partnership culture, Summit Trail promotes collaboration and the creation of unique environments where like-minded, successful families can connect. For more information, refer to Summit Trail Advisors' Privacy Policy at http://summittrail.com/privacy-policy/.