Alex Shapses

Joining Summit Trail as a Partner in 2021, Alex acts as both an Advisor to ultra-high net worth families as well as Planning Chairman Emeritus. Alex brings years of in-depth private equity experience managing client’s insurance portfolios as a financial asset class and actively working with clients to both organize and understand their data through the creation of an individualized Estate Planning Roadmap. Through this process Alex is able to effectively partner with clients to create a strategy to bring clarity, optimize, and maintain their complex estate plans. Alex began his career at Further Lane Asset Management, where he focused on raising high-net-worth capital for institutionally platform-approved hedge funds while also developing their insurance and estate planning business primarily serving family office clients. Following his time at Further Lane, Alex began to work more deeply in the asset backed world, aggregating life settlements for private equity and hedge fund investors, utilizing his own insurance licensed company - A. Shapses and Company, which he then integrated to co-found Dearborn Capital Partners. At Dearborn, Alex was instrumental in the aggregation of more than $3 billion of notional value, actively managing fund in excess of $1.5bn of notional face. Alex was also brought on as a consultant to Institutional Life Services (Owned by Madison Dearborn Capital) to focus on portfolio and block trading with private equity, hedge fund, and institutional relationships. Prior to joining Summit Trail, Alex was a Partner at Heritage Strategies LLC where he worked with high-net-worth families on financial and estate planning. Alex is actively involved in UJA co-chairing Summerfest as well as serving on the Advisory Board for IAVA.