Summit Group

A leading independent fiduciary and administrative services group providing its clients with solutions for continuity

General Information
Company Name
Summit Group
Founded Year
2021
Location (Offices)
Guernsey And Alderney +5
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services
Funding Stage
-
Social Media

Summit Group - Company Profile

Summit Group is a leading independent fiduciary and administrative services group specializing in guiding clients through the complexities of growing, protecting, and passing on their wealth. With expertise in trust and company services, the company ensures continuity in an increasingly complex world. It operates with offices in the Cayman Islands, Guernsey, Jersey, Switzerland, United Arab Emirates, and the United Kingdom, serving clients in over 30 countries and planning further expansion. The company offers bespoke services in private wealth, corporate services, family offices, and charity and philanthropy. Its team combines a close-knit, family-feel approach with steadfast professionalism and high standards. Summit Group's core values - Responsibility, Integrity, Continuity, Excellence, and Responsiveness - drive its work, emphasizing ownership of actions, high ethical standards, seamless transitions, genuine relationships, and timely solutions. As a financial services company founded in 2021, Summit Group aims to care for clients' wealth as if it were their own, reflecting a commitment to tailored service, steadfast dedication, proven expertise, and unrivaled transparency. The company welcomes discussions on how it can assist in navigating the complexities of wealth management.

Taxonomy: fiduciary services, administrative services, trust services, private wealth, corporate services, family office services, charity and philanthropy, international expansion, fiduciary expertise, wealth continuity, wealth protection, client-centric approach, ethical standards, global presence

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