Paul D Hoskin

Partner - Financial Advisor @Summit Trail Advisors

Newport Beach, CA, US

Summit Trail is an industry leading multi-family office - designed for those who have outgrown traditional wealth managers and desire outcomes of a more dynamic, connected approach previously only found with individual family offices.Paul joined Summit Trail Advisors as a partner and financial advisor who works closely with clients and their outside advisors to develop financial strategies that help high net-worth individuals, business owners, entrepreneurs, families, endowments, charitable organizations and foundations to meet their complex needs of protecting, growing and transferring wealth to future generations. He ensures each client receives the appropriate level of services including investment management, trust and estate planning, private banking, strategic planning, philanthropic strategies, alternatives for closely held businesses, and family office services.Prior to joining Summit Trail Advisors, Paul was a Director and Private Wealth Advisor for the combined BMO/ Bank of the West organization. Previously he held UHNW Private Banking roles at Citi Private Bank and US Trust. A forty plus year veteran in the financial services business, recognized as a top advisor.Paul is active with the Orange County chapter of Habitat for Humanity as well as Project Hope Alliance.