About Summit Trail Advisors

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

Company Highlights
Year Founded

2015

icon-altEmployees

102

Location (HQ)

USA

Monthly Website Visitors

4.6K

icon-altMoM Headcount Growth

-2.85%

icon-altYoY Headcount Growth

8.5%

Key Metrics

Senior Hires

NameLinkedin ProfilePositionDate Joined
John Doehttps://www.linkedin.com/in/johndoeCEOCEO
Jane Doehttps://www.linkedin.com/in/janedoeCTOCTO
John Smithhttps://www.linkedin.com/in/johnsmithCFOCFO
Jane Smithhttps://www.linkedin.com/in/janesmithCOOCOO
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