Company Tagline
Guiding Generational Wealth
Industry Category
Business Keywords
Company Description
Summit Trail Advisors is a premier financial services firm dedicated to simplifying the complexities of generational wealth. With a focus on providing integrated solutions, Summit Trail Advisors operates as an outsourced family office, coordinating with a client's entire financial team to achieve their objectives. The firm's commitment to excellence and client satisfaction positions it as a trusted partner for individuals and families seeking to navigate the challenges and opportunities that come with significant wealth.
Located at 2 Grand Central Tower, 140 East 45th Street, 28th Floor, New York, NY 10017, US, with additional offices at 167 N Green St, 6th Floor, Chicago, IL 60607, US; 50 California St, Suite 2500, San Francisco, California 94111, US; 101 Federal St, Suite 1900, Boston, Massachusetts 02110, US; 400 University St, Suite 307, Seattle, Washington 98101, US; 108 Locust Street, Harrisburg, PA 17101, US; 5 Centerpointe Dr, Suite 400, Lake Oswego, Oregon 97035, US; 4600 S Syracuse St, 9th Fl, Denver, Colorado 80237, US; and 100 Crescent Ct, Suite 700, Dallas, Texas 75201, US, Summit Trail Advisors leverages best practices and negotiates management fees to provide highly personalized services. These bespoke offerings include investment advisory, family wealth advisory, specialized estate planning, private investment access, tax mitigation strategies, family governance, philanthropy, and next-generation alignment.
Whether clients are beginning to build generational wealth, focused on leaving a legacy, or newly responsible for managing wealth, Summit Trail Advisors stands ready to serve as their outsourced family office. The firm guides clients through different life phases, providing expertise and support every step of the way. We invite the management of Summit Trail Advisors to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Summit Trail Advisors est une société de services financiers de premier plan dédiée à simplifier les complexités de la richesse générationnelle. En mettant l'accent sur la fourniture de solutions intégrées, Summit Trail Advisors fonctionne comme un bureau familial externalisé, se coordonnant avec toute l'équipe financière d'un client pour atteindre ses objectifs. L'engagement de l'entreprise envers l'excellence et la satisfaction de la clientèle la positionne comme un partenaire de confiance pour les personnes et les familles qui cherchent à relever les défis et les opportunités liés à une richesse importante.
Situé au 2 Grand Central Tower, 140 East 45th Street, 28th Floor, New York, NY 10017, US, avec des bureaux supplémentaires au 167 N Green St, 6th Floor, Chicago, IL 60607, US ; 50 California St, Suite 2500, San Francisco, California 94111, US ; 101 Federal St, Suite 1900, Boston, Massachusetts 02110, US ; 400 University St, Suite 307, Seattle, Washington 98101, US ; 108 Locust Street, Harrisburg, PA 17101, US ; 5 Centerpointe Dr, Suite 400, Lake Oswego, Oregon 97035, US ; 4600 S Syracuse St, 9th Fl, Denver, Colorado 80237, US ; et 100 Crescent Ct, Suite 700, Dallas, Texas 75201, US, Summit Trail Advisors tire parti des meilleures pratiques et négocie les frais de gestion pour fournir des services hautement personnalisés. Ces offres sur mesure comprennent des conseils en investissement, des conseils en matière de patrimoine familial, une planification successorale spécialisée, un accès à des investissements privés, des stratégies d'atténuation fiscale, la gouvernance familiale, la philanthropie et l'alignement de la prochaine génération.
Que les clients commencent à constituer un patrimoine générationnel, qu'ils se concentrent sur la transmission d'un héritage ou qu'ils soient nouvellement responsables de la gestion d'un patrimoine, Summit Trail Advisors est prêt à leur servir de bureau familial externalisé. L'entreprise guide ses clients à travers les différentes étapes de la vie, en leur fournissant une expertise et un soutien à chaque étape. Nous invitons la direction de Summit Trail Advisors à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare Summit Trail Advisors with 3 companies in Financial-Services
| Comparison Field |
Summit Trail AdvisorsMain Company |
Wilmington TrustView Profile |
Paragon Capital Mana...View Profile |
Evelyn PartnersView Profile |
|---|---|---|---|---|
|
Founded Year
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— | 1903 | 2017 | |
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Company Size
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— | 1,001-5,000 | 11-50 | 1,001-5,000 |
|
City
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New York, NY | Wilmington, DE | Singapore, Singapore | |
|
Country
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United States | United States | Singapore | |
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Skills & Keywords
Comparing with main company
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10 Total Skills
Wealth Management
Investment Advisory
Family Office
Financial Planning
Estate Planning
Tax Mitigation
Philanthropy
Investment Management
Investment Platform
Philanthropic Services
|
2 Total
2 Unique
Unique Skills:
Global Capital Markets
Institutional Retirement Services
|
5 Total
1 Common
4 Unique
Match
10%
Common Skills:
Family Office
Unique Skills:
Asset Management
Fund Management
Hedge Fund
Variable Capital Companies
|
14 Total
1 Common
13 Unique
Match
10%
Common Skills:
Financial Planning
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+7
|
4
Total Companies1903
Oldest Founded2
Countries29
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Alternative Company Names
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