Our purpose is to simplify the challenges that come with generational wealth.
Summit Trail Advisors is an independent fiduciary designed and built for those whose complex financial needs have outgrown traditional wealth management. As your outsourced family office, we coordinate your entire financial team to create integrated solutions for achieving your objectives. Now a select network of clients, business partners, and colleagues collaborating on better ideas and solutions, we have the scale to leverage best practices and negotiate management fees on behalf of our clients, while still creating highly personalized solutions.
Our bespoke services include family wealth advisory, specialized estate planning, private investment access, tax mitigation strategies, family governance, philanthropy, and next generation alignment. Whether you are beginning to build generational wealth, focused on leaving a legacy, or have newfound responsibility for managing wealth, we are here to serve as your outsourced family office, guiding you as you navigate different life phases.
Privacy Policy: http://summittrail.com/privacy-policy/
Company Details
- Employees
- 115
- Founded
- -
- Address
- 2 Grand Central Tower, 140 East 45th Street,28th Floor,united States
- Phone
- +1 (415) 604-5225
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.summittrail.com
- HQ
- New York, NY
Summit Trail Advisors Questions
Summit Trail Advisors's helpline number is +1 (415) 604-5225
Summit Trail Advisors's website is http://www.summittrail.com
Summit Trail Advisors's LinkedIn profile is https://www.linkedin.com/company/summit-trail-advisors
Summit Trail Advisors has
115 employees.
View email and phone details for 115
employees at Summit Trail Advisors.
Summit Trail Advisors's industry is
Financial Services
Summit Trail Advisors's top competitors are
Bbr Partners,
Hall Capital Partners Llc,
Cerity Partners,
Bessemer Trust,
Rockefeller Capital Management,
Evercore Wealth Management,
Silvercrest Asset Management,
Tiedemann Advisors,
Pathstone,
Ieq Capital.
Summit Trail Advisors's categories are Financial Services
Summit Trail Advisors's founding year is 2015
