Summit Trail Advisors

Summit Trail Advisors

金融服务

New York,NY 3,328 位关注者

Success Through Partnership

关于我们

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. Privacy Policy: https://summittrail.com/privacy-policy/

网站
https://www.summittrail.com
所属行业
金融服务
规模
51-200 人
总部
New York,NY
类型
私人持股
创立
2015
领域
Wealth Management、Investment Platform、Investment Management和Philanthropic Services

地点

  • 主要

    2 Grand Central Tower

    140 East 45th Street, 28th Floor

    US,NY,New York,10017

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  • 167 N Green St

    6th Floor

    US,IL,Chicago,60607

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  • 50 California St

    Suite 2500

    US,California,San Francisco,94111

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  • 101 Federal St

    Suite 1900

    US,Massachusetts,Boston,02110

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  • 400 University St

    Suite 307

    US,Washington,Seattle,98101

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  • 108 Locust Street

    US,PA ,Harrisburg,17101

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  • 5 Centerpointe Dr

    Suite 400

    US,Oregon,Lake Oswego,97035

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  • 4600 S Syracuse St

    9th Fl

    US,Colorado,Denver,80237

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  • 100 Crescent Ct

    Suite 700

    US,Texas,Dallas,75201

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