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
14Oct
The Most Nimble Advisories Will Thrive in the Post-Covid Era
Barrons
The wealth management industry had already been changing rapidly. But this year, the rate of change kicked into overdrive. The pandemic and its economic aftershocks have spurred consolidation. Small advisor teams that might have remained independent are being pushed to modernize or sell.
Read More »
04Aug
FT 300: Investor uncertainty spells boon for US financial advisers
Financial Times
Clients seek reassurance in volatile times, as advisory firms scale up to gain a competitive edge
Read More »
04Aug
Jonathan Williams joining the board of the Children’s Miracle Network
LinkedIn
Children's Miracle Network Hospitals® is an international non-profit organization that has affiliations with 170 children's hospitals. Children's Miracle Network at Penn State Children’s Hospital at Penn State Health Milton S. Hershey Medical Center serves the Harrisburg, Lancaster, Lebanon and York region.
Read More »