Summit Trail Advisors

Services Offered

• Investment management
• Estate planning
• Tax optimization

About

Summit Trail Advisors is a financial consulting firm based in Seattle, Washington, designed for clients who have outgrown traditional wealth management services. The firm offers a dynamic and connected approach to financial planning, akin to the personalized services of individual family offices. They provide a range of services including investment management, estate planning, and tax optimization strategies. Summit Trail Advisors caters primarily to high-net-worth individuals and families seeking comprehensive financial solutions that align with their unique goals and aspirations.

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