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Private Wealth

Experience the pinnacle of private wealth solutions

The Summit Group is an independent fiduciary services group.   We act impartially and in the best interests of our clients, providing objective guidance and solutions.

We tailor bespoke wealth planning solutions for our private and corporate clients and are well versed in dealing with complex family relationships. We have extensive experience dealing with all asset classes across multiple jurisdictions.

We deliver a high touch and very personal service, seeking to build lasting relationships with our clients so that we truly understand their hopes and ambitions.  We pride ourselves on communicating in a responsive and open way, helping our clients to navigate complexity and volatility in changing times.   Our clients and their advisers trust us to implement and administer structures that endure over time. We work alongside multiple generations to help them with their succession planning and asset protection, working within a robust governance framework.

Our services include the formation, management and administration of:

  • trusts, where we can act as a corporate trustee, an enforcer or a protector
  • private trust companies, where we can act as the entire board, as part of a split board, or provide administration services only
  • trusts for charitable purposes
  • foundations, where we can act as foundation council members or other officers.

We also provide nominee and executorship services.

Work alongside our team

We have a proven reputation in the acquisition, management and sale of luxury assets including, but not limited to, yachts, aircraft, artwork, classic cars, shipping fleets, racehorses, country houses and sporting estates.

Our experienced team can assist with setting up appropriate ownership structures, and we are happy to work alongside existing advisers, or propose new experts as necessary, to ensure the smooth management of such assets.

Your unique financial goals are realised through our dedicated expertise

How we help you manage your wealth

Tailored service

We understand that your goals are distinct, so we go the extra mile to craft personalised strategies that align with your objectives.

Steadfast dedication

Experience dedicated assistance as we work tirelessly to make sure your financial goals are met with unwavering integrity and reliability.

Proven expertise

Benefit from our extensive fiduciary knowledge, insights and advice to help you make financial decisions with confidence.

Unrivalled transparency

We communicate openly to build understanding, giving you trust and confidence to navigate your wealth strategies.