You can rely on us to oversee the burdensome aspects of your financial affairs. Working in partnership with your outside advisors we act as your single point of contact to provide creative solutions for you to achieve your goals.
SUMMIT TRAIL ADVISORS FAMILY OFFICE SERVICES
Investment Advisory
Comprehensive portfolio management guided by institutional research.
Banking & Lending
Sourcing and advising on credit providers and ensuring optimal account structure
Philanthropy & Next Gen
Lead strategic planning and implementation through donor advised funds, private foundations and next gen education
Tax & Accounting
Tax-efficiency is a key tenet and year-round aspect of our overall investment philosophy
Insurance and Trust & Estate Planning
Introduce or work with existing advisors to join investment planning to goals and objectives.
Consolidated Reporting & Admin
Consolidated balance sheet across all assets that is flexible and transparent