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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16Feb Divorce Can Be Messy. It Gets Even Messier When Top Execs Split Up. Barron's Advisor Splitting assets in a divorce isn’t usually easy, but it’s often even harder when at least one spouse is a corporate executive. Read More » 18Jan Summit Trail Advisors Expands its Investment Team with New Head of Sustainable Investing and Chief Portfolio Strategist, Jonathan Lewis Business Wire Summit Trail Advisors announced the addition of Jonathan Lewis to the Investment Team as Head of Sustainable Investing and Chief Portfolio Strategist. Read More » 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 »