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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15Sep 2023 Top 100 RIA Firms Barron's Advisor Our 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Read More » 08Sep Niche of the Week: Serving Pro Athletes Citywire RIA Jon Nickow and Peter Lee of Summit Trail Advisors discuss the unique financial challenges and opportunities faced by professional athletes in this new feature series. Read More » 19May What Mental Health Awareness Month means to RIAs Citywire RIA Four advisors at top firms around the country share how they build a workplace culture where it's okay to not be okay. Read More »