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.

View All

23Aug FAs Weigh In: M&A Race? Ready, Set, Go Financial Advisor IQ FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another firm or selling your own? Read More » 16Aug How Advisors Help Farmers Sow the Seeds of Future Growth Barron's Advisor Conversations around soybeans, corn, and cattle don’t typically come up in the day-to-day lives of most financial advisors. But they are run-of-the-mill for advisors who work with farmers. Read More » 11Aug FAs Weigh In: The What-Ifs of Wealth Transfer Financial Advisor IQ Advisors share the common wealth transfer mistakes families make. Read More »