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.

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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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16Mar FAs Weigh In: A Good Mentor for Female FAs Must Be Relatable Financial Advisor IQ If one can relate to the stories a mentor shares, that will result in a more meaningful mentor-mentee relationship, says one advisor. Read More » 11Mar Barron's 2022 Top 1,200 Advisors by State Barron's Here are America's best financial advisors, organized by state. Read More » 07Mar Advice for Female FAs: Speak Up, Advocate for Yourself Financial Advisor IQ “Speak up and be your own advocate. If you don’t, no one else will,” according to Summit Trail Advisors’ Danie McHugh. Read More »