Guiding generational wealth
When your wealth reaches the point where you are moving on to the bigger questions in life, you've outgrown traditional wealth management. Summit Trail Advisors combines deep industry expertise with personalized guidance, partnering with you to guide your generational wealth so you can focus on what matters most.
When your wealth reaches the point where you are moving on to the bigger questions in life, you've outgrown traditional wealth management. Summit Trail Advisors combines deep industry expertise with personalized guidance, partnering with you to guide your generational wealth so you can focus on what matters most.
What we do
What we do
Our purpose is to simplify the challenges that come with generational wealth. As your outsourced family office, we coordinate your entire financial team to create integrated solutions for achieving your objectives. Our services are tailored to your needs.
Who we serve
Who we serve
We serve ultra-high-net-worth individuals and families whose significant wealth creates complexities, often calling for expertise specific to their particular backgrounds.
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Firm snapshot
Firm snapshot
AUM
$$201200..00BB
AUA
$$201230123..2012BB
% Employee Owned
9012345678900%%++
# of Employees
101005012345
# of Investment Professionals
10130123
# of Planning Professionals
10100
Assets Under Management and Assets Under Advisement ("AUA") data is as of the October 11, 2024 ADV regulatory filing. AUA is the value of assets that Summit Trail Advisors, LLC provides advice on but does not have the authority to manage. AUA may include, but is not limited to, personal property, outside investments and other real assets. AUA values are provided to us by our clients and are not verified by Summit Trail Advisors.
