Company profile
Summit Trail Advisors
Guiding Generational Wealth
- Industry
- Financial Services
- Employees
- 93
- Headquarters
- New York, NY
- Founded
- 2015
- LinkedIn followers
- 4,392
- Office locations
- 10
Summit Trail Advisors company summary
Summit Trail Advisors is a company in the Financial Services industry, headquartered in New York, NY, founded in 2015. On LinkedIn the company has around 93 employees and 4,392 followers. The company lists 10 office locations. Its listed specialties include Wealth Management, Investment Platform, Investment Management, Philanthropic Services.
What technology does Summit Trail Advisors use?
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About Summit Trail Advisors
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 investment advisory, 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/
Specialties
Where is Summit Trail Advisors located?
Summit Trail Advisors lists 10 office locations.
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Summit Trail Advisors summittrail.com | Financial Services | 93 | 2015 | New York, NY |
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Frequently asked questions about Summit Trail Advisors
What does Summit Trail Advisors do?
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 investment advisory, 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/
How many employees does Summit Trail Advisors have?
Summit Trail Advisors has around 93 employees on LinkedIn.
Where is Summit Trail Advisors headquartered?
Summit Trail Advisors is headquartered in New York, NY.
Where does Summit Trail Advisors have offices?
Summit Trail Advisors lists 10 office locations, including New York, NY, US; Boston, Massachusetts, US; Chicago, IL, US; Dallas, Texas, US; Denver, Colorado, US.
When was Summit Trail Advisors founded?
Summit Trail Advisors was founded in 2015.
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