Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
Guiding Generational Wealth
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You've outgrown traditional wealth management. So have we.
You've outgrown traditional wealth management.
So have we.
Whether you’re building, scaling, or preparing for a liquidity event, our advisors provide strategic guidance to founders, entrepreneurs, and early employees—from day one through post-exit stewardship. We simplify the complexities of entrepreneurial success so you can stay focused on what matters most and chart your next chapter.
Strategies for Every Stage of Your Entrepreneurial Journey
Strategies for Every Stage of Your Entrepreneurial Journey
Pre & Post Liquidity Planning
Exit Planning
Succession Planning
Tax Mitigation Strategies
Asset Protection
Generational Planning
Tailored Solutions to Meet Your Needs
Tailored Solutions to Meet Your Needs
Our comprehensive suite of advisory services is designed to meet the evolving needs of our clients, adapting to every stage of wealth and life.
Firm Highlights
Firm Highlights
AUM
$$201260123456..2012BB
Client to Advisor Ratio
1018012345678::101
Barron's 2025 Top 100 RIA Firms
##3012360123456
AUM data is as of the July 31, 2025 regulatory filing. For the Barron's ranking, view the methodology here. Summit Trail did not compensate Barron's for consideration.
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Start a conversation
Jack Petersen
Co-Founder & Managing Partner
"Wealth should empower, not encumber. We guide you through every transition and opportunity, bringing clarity, structure, and calm so you can focus on the people and priorities that matter most."
In the News
In the News
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February 1, 2024
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February 19, 2026
The Secret to Gaining Client Trust? Know Their Industry
November 19, 2025
Bitcoin’s Bear Market is Dragging the Crypto Below $90,000.
October 13, 2025
Will Private Equity Ever Warm to Crypto?
September 18, 2025
Summit Trail Advisors Recognized by Barron’s as one of the Top 100 RIA Firms in the U.S.
August 7, 2025
Alternatives Now Make Up 42% of Family Office Portfolios
March 7, 2025
2025 Top 1200 Financial Advisors List
September 13, 2024
Too Much Big Tech Can Make for a Risky Portfolio. How This Advisory Helps Protect Its Clients.
September 13, 2024
2024 Top 100 RIA Firms
September 12, 2024
Why families are embracing trust-based philanthropy more than ever
August 15, 2024
Summit Trail Advisors Expands to Newport Beach, CA Market
June 12, 2024
Summit Trail Advisors Expands Nationally
May 1, 2024
The allure of life insurance investments for family offices
April 17, 2024
Financial managers for American athletes work closely with the pros
March 28, 2024
Empowering change: The future of philanthropy is female
March 7, 2024
Barron's 2024 Top 1,200 Advisors by State
February 27, 2024
Tom Palecek: Divorce Is Tough. How to Help Clients Navigate It.
February 1, 2024
Summit Trail Advisors Expands its Partnership with Three Partner Promotions
January 4, 2024