Summit Trail Advisors

Financial ServicesNew York, United States51-200 Employees

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/

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