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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24Nov How to Handle a Sudden Financial Windfall The Wall Street Journal It may not seem like much of a problem to come into a lot of money. But it requires a plan to make sure it lasts—and makes you happy. Read More » 09Nov Many Women Execs Don’t Negotiate Hard Enough. Financial Advisors Can Help. Barron's Advisor When it comes to negotiating, women tend to sell themselves short. That’s where some female financial advisors have taken the lead, helping professional women develop confidence and negotiation skills that are often lacking. They’re also helping female professionals evaluate risks that can significantly impact their personal and business lives. Read More » 22Sep 2022 Top 100 RIA Firms Barron's Barron's 7th 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 »