According to Barron's, Summit Trail Advisors, a boutique wealth management firm with $18 billion in client assets, has announced the acquisition of the Key Client Group from BNP Paribas/Bank of the West. This strategic move adds a team of 10 seasoned professionals, managing over $3 billion in client assets, to Summit Trail's roster.

Dynasty Investment Bank served as an exclusive buy-side advisor to Summit Trail Advisors and provided financing for the transaction. This acquisition underscores Summit Trail's commitment to expanding its reach and enhancing its service offerings for UHNW clients nationwide.

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