Company intelligence / Profile preview

Summit Trail Advisors

New York, New York, United Statessummittrail.com ↗

Ownership: Private
Employees: ~100
Development stage: Other

Overview

Summit Trail Advisors provides independent fiduciary wealth management and family office services to ultra-high-net-worth individuals and families. The firm offers personalized financial planning, investment advisory, tax strategy coordination, and generational wealth guidance[1][2][3].

Industry: Consulting

Partnerships

Not specified; operates as an independent advisor with business partners in the financial sector[1]

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