An Elevated Approach

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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Our Approach

We lead with advice, navigating the extraordinary responsibility of significant wealth. Our firm brings together a deep understanding of capital markets, a unique approach to manager research, and a portfolio built specifically for your needs.

Who We Are

For more than a decade, our founding partners were colleagues at some of the biggest names in private wealth management. Summit Trail lets us continue working together in a stable environment that provides the time and resources to focus on you.

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.

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30Sep Planning for an IPO Citywire USA Going public can be an intimidating step forward, so it is vital to plan carefully and choose the right individuals to help form the foundation Read More » 26Sep Loan Modifications for the Best—Not Distressed—Borrowers The Wall Street Journal Some lenders are quietly offering select borrowers the ability to lower their mortgage rate while keeping all other terms the same Read More » 06Sep Andrew Luck Walked Away From $58 Million, but That’s Not Necessarily Bad The New York Times Andrew Luck’s announcement that he was retiring from the Indianapolis Colts shocked football fans for two big reasons: He was at the top of his game, despite being repeatedly injured, and he was walking away from some $58 million in the final two years of his contract. Read More »