• Our Approach to Investing
  • Family Office Services
  • Investment Alliance
  • Who We Are
  • News
  • Contact Us
  • LOGIN

Family Office Services

SUMMIT TRAIL FAMILY OFFICE PLATFORM & SERVICES

Our Advisors can assist you to help define your objectives and leverage our experience to deliver creative solutions to help achieve your goals.

SUMMIT TRAIL ADVISORS FAMILY OFFICE SERVICES

Active Estate Management

Tax-efficiency is a key tenet of our estate management philosophy.  We strive to coordinate legal and financial structures to meet client objectives.

Investment Advisory

Comprehensive Portfolio Management guided by institutional research.

Banking & Lending

Sourcing and advising on credit providers and ensuring optimal account structure.

Advisor Coordination

Serving as your single point of contact across all financial affairs to ensure consistent and effective communication.

Philanthropy & Next Gen

Lead strategic planning and implementation through donor advised funds, private foundations and next generation education.

Dynamic Planning and Portfolio Reporting

Consolidation of balance sheet across all assets that is customized and transparent to maintain actionable and readily available data.

NEW YORK

2 Grand Central Tower
140 East 45th Street
28th Floor
New York, NY 10017

212 812 7010

212 812 7011

CHICAGO

353 North Clark Street
27th Floor
Chicago, IL 60654

312 660 1250

312 660 1262

SAN FRANCISCO

201 Mission Street
Suite 1200
San Francisco, CA 94105

415 604 5225

415 604 5239

BOSTON

90 Canal Street
4th Floor
Boston, MA 02114

617 951 4415

SEATTLE

1420 Fifth Avenue
Suite 2219
Seattle, WA 98101

206 636 1820

206 636 1822

HARRISBURG

108 Locust Street
Harrisburg, PA 17101

717 941 1230

717 941 1244

  • Privacy Policy
  • Cookie Policy
  • Important Disclosure
  • ADV PART 2A
  • Form CRS
© Copyright 2022 Summit Trail Advisors. All rights reserved.
  • Our Approach to Investing
  • Family Office Services
  • Who We Are
  • News
  • Contact Us
  • LOGIN