Peter Lee: Leading with a Dynamic Methodology in Financial Services

 

The soaring competition in the financial industry demands an innovative approach for consistent growth. Financial leaders are always thinking multiple steps ahead to spare no effort to offer services for their clients.

Peter Lee is one such leader who is recognized for building an unparalleled ecosystem of clients across some of the country’s top entrepreneurs, private equity / venture capital founders, professional athletes and entertainers. Peter is a Founding Partner of Summit Trail Advisors, and he and his team are defining a new category of the “Networked Family Office.”

We at Insights Success a business solutions magazine caught with Peter in our endeavor to find ‘The 10 Most Influential Leaders in Wealth Management, 2021.’ We talked to him to understand how his innovative strategies have created a client-centric approach.

Below are the highlights of the interview.

Where do you envision yourself to be in the long run, and what are your future goals for Summit Trail Advisors?

We are endeavoring to become the preeminent Networked Family Office in the country by continuing to enhance the power of our ecosystem in partnership with our clients.

What would be your advice to budding entrepreneurs who aspire to venture into the Investment Management sector?

To balance that first piece of advice, I would stress the incredible amount of planning and organization that must happen before one takes the leap to become an entrepreneur, and I cannot emphasize enough the need for preparation prior to launching a firm.

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