Danielle Louton
Summit Trail Advisors
Napa, California
About
Company name
Business title
Partner | Family Enterprise & Wealth Advisor
Contact
How to contact
Phone: 260-615-3662; Danielle.louton@summittrail.com; danielle.louton@gmail.com
Professional Profile
Call Me When
A family business owner needs guidance on succession, governance, family dynamics, exit planning, wealth stewardship, or preparing the next generation.
Professions
Attorney
Consultant
Wealth Manager
Functional Expertise
Charitable giving
ESOPs
Estate planning
Family business
Investments
Philanthropy
Probate
Retirement
Tax
Trusts
Exit/Transition Planning
Business Focus
Advising business owners and family enterprises on succession, governance, liquidity event planning, next-generation preparedness, and multigenerational wealth stewardship.
Professional Certification
JD, CFP, CEPA, Adv Certificate in Family Business Advising
Transition Planning Certification or Methodology
CEPA
Client Industries
Agriculture/Mining
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Telecommunications
Transportation/Storage
Client Results
Helping owners align personal, family, and business goals; prepare heirs for responsibility; reduce transition risk; strengthen family communication; and create a lasting legacy beyond the transaction.
Advisor Resource Relationships
EPI
FFI
Chapter information
Membership
Northern California Individual - Annual
Member since
New Member
Why I'm a Member of XPX
I believe business transitions are about people, not just transactions. XPX fosters the multidisciplinary collaboration needed to serve families well.
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