Responsibly managing newfound wealth can seem daunting for many individuals, especially if it was an unanticipated outcome. Whatever the circumstance may be, the process does not need to be trying and can be invigorating with a clear financial plan and a trusted team in place. Summit Trail Advisors Partner and Advisor Lauren Cosulich shares best practices on navigating personal financial management and how she empowers her clients to own their next chapter. Read more here: https://lnkd.in/eHxTh4dz
Summit Trail Advisors
Financial Services
New York, NY 3,368 followers
Guiding Generational Wealth
About us
Our purpose is to simplify the challenges that come with generational wealth. Summit Trail Advisors is an independent fiduciary designed and built for those whose complex financial needs have outgrown traditional wealth management. As your outsourced family office, we coordinate your entire financial team to create integrated solutions for achieving your objectives. Now a select network of clients, business partners, and colleagues collaborating on better ideas and solutions, we have the scale to leverage best practices and negotiate management fees on behalf of our clients, while still creating highly personalized solutions. Our bespoke services include family wealth advisory, specialized estate planning, private investment access, tax mitigation strategies, family governance, philanthropy, and next generation alignment. Whether you are beginning to build generational wealth, focused on leaving a legacy, or have newfound responsibility for managing wealth, we are here to serve as your outsourced family office, guiding you as you navigate different life phases. Privacy Policy: http://summittrail.com/privacy-policy/
- Website
-
http://www.summittrail.com
External link for Summit Trail Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Wealth Management, Investment Platform, Investment Management, and Philanthropic Services
Locations
Employees at Summit Trail Advisors
Updates
-
As Summit Trail Advisors approaches our tenth year in operation, we are excited to unveil our evolved brand as we begin this next chapter. Our newly redesigned website and evolved logo reflects our ongoing pursuit to better serve our clients. This evolution represents a significant milestone for Summit Trail as we continue to evolve and build our approach to guiding our clients’ generational wealth, as well as preserving their legacies. While our aesthetic direction has changed, our commitment to provide comprehensive solutions that meet the unique needs of our clients remains unchanged. We look ahead with much enthusiasm to what this next chapter holds. Explore our new website: https://lnkd.in/ehGv6y3B
-
In recognition of Veterans Day, the Summit Trail team participated in our second annual “Steps for Vets.” To honor our country’s service members, Summit Trail raised funds for every mile walked or ran the week of Veterans Day and we are proud to donate this year’s proceeds to organizations that support veterans with mental and physical injuries.
-
-
For our clients who are concerned about climate change and its impact on investment performance, Summit Trail is proud to announce that we have collaborated with Morningstar and Parametric on the launch of the Morningstar US Low Carbon Transition Leaders Index. Our tool kit of Sustainable Investing strategies continues to grow. To learn more, please visit here: https://lnkd.in/e3hN8JRn
-
-
Last week, Summit Trail Partner Jonathan Williams and Weathervane Capital Partners hosted a Family Office Forum at the Union League in Philadelphia. Clients and friends joined us for dynamic discussions with nationally recognized speakers on family governance, family office structuring and tax strategies, along with a timely commercial real estate panel. Thank you Bob Nutting, owner of the Pittsburgh Pirates, and Wayne Kimmel, Managing Partner of SeventySix Capital, for joining us for an insightful discussion on the asset class of sports.
-
-
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
-
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
-
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
-
-
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
-
-
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.
-