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
13Nov
Jack Petersen: M&A is Vital but Tough Work for Summit Trail
Barrons
Jack Petersen has three roles at Summit Trail Advisors, and two of them are working out splendidly. As an advisor to the ultrahigh-net-worth set, Petersen is successfully helping his clients navigate 2020’s turbulence.
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09Nov
Money coaches: Meet three advisors who serve pro athletes
Citywire USA
Top advisors explain what makes the athlete niche unique.
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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.
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