Summit Trail Advisors

Overview

Summit Trail Advisors is an independent fiduciary firm based in New York, specializing in wealth management for ultra-high-net-worth individuals and families. The firm offers a comprehensive suite of services, including investment advisory, wealth planning, capital markets and lending, consolidated reporting and oversight, philanthropic advisory, next-generation engagement, and family office services. These services are tailored to meet the unique needs of each client, aiming to simplify the complexities associated with generational wealth. The firm's investment approach is characterized by a focus on private equity, real estate, and venture capital, targeting various stages such as seed, early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Geographically, Summit Trail Advisors concentrates its efforts within the United States, engaging in a diverse range of industries, including technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, industrial goods, utilities, materials, consumer services, transportation, retail, and education. With assets under management (AUM) reported at approximately $10 billion and assets under advisement (AUA) around $20 billion as of January 1, 2026, Summit Trail Advisors demonstrates significant scale and expertise in managing substantial wealth. The firm operates as a fee-based advisor, offering a personalized and objective approach to wealth management, ensuring that clients' interests remain the primary focus. Its employee-owned structure allows for the negotiation of management fees on behalf of clients, while still providing highly personalized solutions. The firm's core values of partnership, integrity, excellence, and passion are reflected in its dedication to client service and its commitment to supporting local communities through philanthropy and volunteerism.