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We begin with a private consultation (either in person or via secure video call) to discuss your goals, interests, and any specific requirements. At this stage, we listen carefully to understand your investment objectives, risk tolerance, family or institutional considerations, and jurisdictions of interest. You will meet your potential advisory team and learn about Summit’s capabilities. This conversation is confidential and comes with no obligation – it’s an opportunity for us to get to know each other and for you to ask any questions about our services or the opportunities we offer.

Once you decide to proceed, we initiate a comprehensive due diligence process in line with our “security-first” ethos and regulatory obligations. This includes Know Your Customer (KYC) and Anti-Money Laundering checks, verification of accredited investor status (if required), and gathering relevant financial and legal documentation. Simultaneously, we perform a detailed analysis of your financial situation and existing portfolio (if any) to craft your client profile. All information is handled with the utmost confidentiality and secured through our encrypted platform. During this phase, we also agree on communication protocols, confidentiality undertakings, and outline a preliminary strategic plan tailored to your needs.

With a clear profile in hand, our team assembles a customized investment and legal strategy for you. We present you with a selection of curated investment opportunities and recommended solutions (such as structures or services) that align with your objectives. Your dedicated advisor will walk you through each recommendation, explaining the rationale, expected returns, and any legal considerations. Together, we refine the strategy to ensure you are comfortable with every aspect. Once the plan is finalized, Summit takes care of execution: we prepare and file all necessary legal documents, open any required accounts or investment vehicles, and allocate your capital to the chosen opportunities. This is a turnkey process – under our guidance, complex steps like setting up a trust or subscribing to an investment fund are handled efficiently, with all paperwork and compliance done for you. We coordinate with external parties (banks, fund managers, government agencies, etc.) on your behalf, so you can proceed with minimal hassle.

After your investments are deployed, our relationship enters the active management phase. Summit’s commitment to white-glove service means we continuously monitor your portfolio and the legal environment surrounding it. You will receive regular performance reports, market updates, and periodic strategy reviews. We often schedule review meetings (quarterly or at your preferred interval) to discuss results and any adjustments or new opportunities. Your dedicated team remains on call to answer questions or provide insights whenever needed. Additionally, through our secure client portal, you have 24/7 access to real-time data on your investments. We place strong emphasis on ongoing risk management – if there are geopolitical changes, new regulations, or market shifts that could affect your holdings, we will proactively advise on protective measures or strategic pivots. Our goal is to build a lasting partnership, earning your trust year after year as we help grow and protect your wealth.