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.