When Danielle Louton arrived in Napa just over a year and a half ago, she immediately appreciated the way residents care about community. Though she had spent years in the Bay Area and grew up in the Midwest, the valley’s strong sense of purpose—rooted in agriculture, family enterprise, and a commitment to legacy—felt aligned with the values that have shaped her life and work.

Today, Danielle is a Partner and Advisor at Summit Trail Advisors, a national multi-family office overseeing more than $26.2 billion as of July 31, 2025 for ultra-high-net-worth families, founders, and multigenerational enterprises. Many come to her as they prepare to sell a business, work through a liquidity event, or seek a more coordinated approach to managing their financial lives. Summit Trail blends institutional-quality investment management with sophisticated tax and strategic planning, allowing families to move forward with clarity and intention.

Danielle began her career as a trusts and estates attorney, later earning certifications in financial planning, exit planning, and family enterprise advising. This combination of technical acumen and emotional intelligence has become a defining strength. She prides herself on being a steady, grounded presence and on her ability to simplify complex situations. Danielle takes the time to understand the full picture, then helps families build a plan designed to support each generation with purpose.

For Danielle, Napa is a natural home for this work. She finds a strong connection between the valley’s ethos and the long-term thinking that families bring to their financial decisions. Here, she sees people committing to projects that endure—wineries shaped over decades, businesses grown with care, and creative ventures carried forward through passion and patience.

“There is a real sense of stewardship in Napa,” she says. “People want to create something meaningful, something that offers opportunity to others. It aligns beautifully with what I do every day.”

Outside the office, Danielle has fully embraced the Napa lifestyle. She enjoys walking the Vine Trail, hiking, Pilates classes, and cooking at home. Saturday mornings often begin with a stroll to the Napa Farmers Market. She is happily exploring the region’s restaurants, wineries, and cafés—an ongoing adventure she shares with her daughter when she’s home from college.

Whether a family is preparing for a major transition, reevaluating long-term goals, or seeking deeper alignment between their wealth and their values, Danielle offers thoughtful, strategic guidance shaped by decades of experience. She believes that financial clarity empowers families to make choices with confidence—and that long-view planning is one of the most meaningful legacies they can create.

Danielle welcomes conversations with families throughout Napa Valley who are looking for a partner in shaping their future. It would be her privilege to support you as you define the impact you want to make.

For more information: 415-604-5232 // cell: 260-615-3662 // danielle.louton@summittrail.com // www.summittrail.com

Summit Trail Advisors, LLC (“STA”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where STA and its representatives are properly licensed or exempt from licensure. Assets Under Management (AUM) data is as of July 31, 2025.