Did you know that more than 20% of all US electricity is now produced using renewable energy? Wind, hydropower, and solar are the dominant contributors to this production. In recognition of Climate Week NYC, here are key statistics that highlight the ongoing transformation of the US economy and how it uses energy. https://lnkd.in/gbX-Pw2z
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
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https://www.summittrail.com
Summit Trail Advisors的外部链接
- 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
Summit Trail Advisors员工
动态
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Summit Trail Advisors?is proud to share that we have been recognized as one of the top RIA firms by?Barron’s?for 2024! #BarronsRanked ? Disclosure: This ranking was given by Barron’s in 2024. Summit Trail did not pay compensation to be considered for the award. For?the full Barron’s 2024 list and for?information regarding the ranking methodology, please visit?https://lnkd.in/eCP8fPjB
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Founding partners?Jack Petersen?and David Romhilt recently spoke with?Barron's?about Summit Trail’s growth journey, the firm’s approach to investing in a volatile market, and the importance of guiding UHNW families on generational wealth transfer. Read the full interview here:?https://lnkd.in/eFWErc54
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In his interview for?InvestmentNews?with?Gregg Greenberg, our Managing Partner?Jack Petersen?discussed navigating estate planning challenges of the ultra-high-net-worth, the importance of coordinating advisors to simplify our clients’ financial lives, and why education and communication is crucial in aligning families for succession planning. To watch the interview visit:?https://lnkd.in/eJ7T_Ker
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Earlier this month, our Chicago team volunteered with the Chicago Park District at Skinner Park. It was a hands-on day where the team cleaned up the park’s garden, spruced up a local mural, and gave back to the local community.
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We are thrilled to welcome?Paul D Hoskin, CFP ?,?based in Newport Beach, CA, to?Summit Trail Advisors. With expertise in helping business owners with their capital needs, succession planning, and guiding their generational wealth, Paul will be crucial to the further expansion of Summit Trail’s business in the Southern California market. To read the full article, click here: https://bit.ly/3XdED1W
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As the potential lifetime tax exemption looms, clients often express to our advisors their concerns about how much and when to gift assets. From lack of accessibility to how a wealth transfer would impact the next generation, our Head of Planning Services, Alex Shapses, shares common strategies to alleviate these uncertainties and provide flexibility to implement changes without jeopardizing the gift. ___________________ Readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this post is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
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In our 2024 Mid-Year Market Review & Presidential Election Outlook, Summit Trail CIO David?Romhilt?explores what a potential Harris administration could look like following the unprecedented political events over the last month. David reviews Vice President Harris’ policy stances during her initial Presidential campaign in 2020 and how these policies could impact markets.
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Our Managing Partner, Jack Petersen, shares a message in honor of our ninth anniversary. Thank you to our clients, network partners, and colleagues for being on this journey with us. We value our partnership and the continued trust you place in Summit Trail Advisors.??