We are an independent advisor that offers its services to different families to professionally manage their wealth, understood as the sum of tangible and intangible assets that guarantee their standard of living and that of future generations.
The world has become smaller thanks to globalization and the advance of technology. Hand in hand with different specialized allies, we develop strategies of patrimonial and fiscal planning that adjust to the needs of each client; which we revise permanently to guarantee its validity before the changes of the environment and/or the preferences of the client
The design of an investment portfolio obeys the needs and profile of each client. At Summit we believe in teamwork and building trust to develop virtuous strategies in portfolio management.
Av. Carrera 7 # 155C-30 North Point
Torre E Ofc. 2401
PBX: +57 1 7459079