SUCCESS THROUGH PARTNERSHIP

Summit Trail Advisors is the Networked Family Office - intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic approach. We are a partner-owned and operated firm serving as the outsourced family office and chief investment officer for ultra-high net worth individuals, family offices, and non-profit institutions.

News

See what others have to say about us, as well as reading investment insights from our team and news about new members of our firm.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Summit Trail is engaged, or continues to be engaged, to provide investment advisory services.

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28Mar Empowering change: The future of philanthropy is female Crain Currency A new era in philanthropy and impact investing is emerging, led by influential women who are redefining traditional views on giving by emphasizing the importance of generosity in financial strategies. Read More » 28Feb Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It. Barron's The founding partner and advisor at Summit Trail Advisors discusses what most advisors get wrong, prenuptial agreements, and the importance of full financial disclosure in a marriage. Host: Greg Bartalos. Read More » 01Feb Summit Trail Advisors Expands its Partnership with Three Partner Promotions Business Wire Summit Trail Advisors is proud to announce the promotion of Caitlin Hagan, Sarah Silverio, and Michelle Zeng to Partner. Read More »