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
14Jul
Eleven-Person Team Joins Summit Trail Advisors In NYC
Family Wealth Report
The new team works with clients with an average of about $150 million in net worth.
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14Jul
Summit Trail Advisors Adds Practice from Family Office
Financial Advisor IQ
Summit Trail Advisors has added an 11-person financial planning team from estate planning multi-family office Heritage Strategies.
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14Jul
Summit Trail Adds 11-Person UHNW Estate-Planning Team
Citywire
The $12bn RIA plans to introduce clients of Alex Shapses' team to its investment advisory business.
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