SUCCESS THROUGH PARTNERSHIP
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
23Mar
No CEO? No problem.
Barron's Advisor
Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors.
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15Mar
Barron's 2021 Top 1,200 Advisors by State
Barron's
"America’s Top 1,200 Financial Advisors” was originally published by Barron’s on March 13, 2020 and March 12, 2021, respectively. Barron's is a registered trademark of Dow Jones & Company, L.P. Neither Summit Trail Advisors, LLC (“STA”) nor any other participating advisors paid a fee to be eligible for the ranking. STA is not affiliated with Barron’s. STA believes that the surveys used in the preparation of the rankings were structured to make it equally easy for a participant to provide favorable and unfavorable responses, and were not designed or prepared to produce any predetermined result. A more complete description of the methodology and related disclosures are available here: https://www.summittrail.com/documents/FG/summittrail/public/610628_STA_Barrons_Top_1200_Disclosure.pdf
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04Dec
Summit Trail Advisors Opens Harrisburg Office
Pennsylvania Business Report
Summit Trail Advisors, an investment-focused independent wealth management firm, will hold the ribbon-cutting ceremony for its Harrisburg office on Wednesday.
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