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
04Jun
Advice for Clients Thinking of Escaping California’s High Tax Rates
Financial Advisor IQ
State tax concerns, amplified by uncertainty around President Joe Biden’s tax proposals, have led more California residents to think about moving out, says Tom Palecek, founding partner at Summit Trail Advisors.
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21May
Gray Divorce Comes With Unique Challenges. How Advisors Can Help.
Barron's
In this Barron's piece, several advisors discuss how to help clients navigate the unique challenges that accompany gray divorce. Summit Trail Advisors' Lauren Cosulich and Daniela Pedley chime in with their advice and discuss the community they've created to support their divorced female clients.
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23Mar
No CEO? No problem.
Barron's Advisor
Decisions might come more slowly, but consensus building creates a stronger company, says Jack Petersen of Summit Trail Advisors.
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