We believe significant wealth requires an elevated approach. 

Summit Trail Advisors is a Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices.  Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives.  

Overseeing billions in client assets, we have the scale to drive pricing power for our clients and attract the industry’s top talent internally, yet we are still small enough in size to access truly boutique and differentiated solutions for our clients.  Additionally, we have a powerful network of clients, business partners, and colleagues collaborating to drive better ideas and solutions.  With a true partnership culture, we collaborate across teams, regions, fellow trusted advisors, and clients and create environments where clients can connect in unique ways with other like-minded, successful families.

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Summit Trail Advisors

Summit Trail Advisors' headquarters in New York, NY, United States

This department focuses on managing and cultivating relationships with clients to ensure satisfaction and retention.

Client Relations

The Leadership Team at Summit Trail Advisors is responsible for setting the strategic direction of the firm and ensuring that the company's vision of an elevated, client-first wealth management approach is realized. This team comprises seasoned professionals, including fiduciary counsel, investment strategists, and relationship managers, who collaborate to drive innovative solutions and foster a partnership culture among clients and advisors. Through their collective expertise, they oversee operations, enhance client services, and cultivate strong connections within the firm’s extensive network, ultimately delivering tailored financial outcomes for high-net-worth families.

Leadership Team

The Client Services and Relationship Management team at Summit Trail Advisors is dedicated to delivering personalized and fiduciary support to our clients, ensuring that their unique financial needs are met with utmost care and expertise. This team coordinates within a network of trusted advisors and industry specialists to provide tailored strategies and solutions, facilitating meaningful connections among successful families. By fostering strong, long-term relationships, they help clients navigate their financial journeys and maximize the value of their wealth.

Client Services and Relationship Management

The Investment Analysis and Operations team at Summit Trail Advisors is responsible for conducting in-depth research and analysis of investment opportunities, ensuring optimal portfolio construction, and implementing operational best practices. This multidisciplinary team collaborates closely to manage client assets effectively, perform operational due diligence, and support financial planning initiatives, all while aligning with the firm's fiduciary commitment to prioritizing client interests through innovative and tailored solutions. Their expertise facilitates the delivery of dynamic investment strategies within a connected family office framework.

Investment Analysis and Operations

This department focuses on establishing and nurturing strategic partnerships to enhance business growth.

Partnership Development

This department provides strategic guidance and expertise to clients and stakeholders.

Advisory Services

This department provides financial planning and advisory services to families and individuals, focusing on wealth preservation and growth.

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People (4)

Jobs (0)

Other teams

Leadership Team

Client Services and Relationship Management

Investment Analysis and Operations

Partnership Development

Advisory Services

Wealth Management

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People (4)

Jobs (0)

Other teams

Leadership Team

Client Services and Relationship Management

Investment Analysis and Operations

Partnership Development

Advisory Services

Wealth Management

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