President’s Welcome:
Summit Trust Company is based upon what we have learned over the past 20 years working with professionals in the fields of law, investments, insurance, accounting and compliance with the rules governing Broker/Dealers, Investment Advisors and Estate Planning Attorneys.
I believe that you will find Summit to be what you think a Trust Company should
be – a place where professional advisors and customers are greeted by name, treated with respect and appreciation, and provided superior trust and financial services by experienced professionals in a pleasant environment.
We offer specialized estate planning, charitable planning, gift administration services, and an extremely broad array of IRA Services, in addition to asset management and conventional trust services. Our entire platform of services has been designed to serve professional advisors and their clientele.
Because of its unique regulatory and legal climate, Nevada is the State of choice by
many professionals for forming trusts and corporations. Summit Trust Company offers Nevada residents and non-residents alike access to Nevada-based services, including Trusts, custody and investment services, so they can take advantage of Nevada’s liberal body of trust, corporate and tax law. We invite you to explore the substantial Trust Services section of our website, www.summittrust.com for more detailed information.
You will also find that we provide the most expansive IRA Custodian services available in the industry. We have many clients who choose Summit because they want to hold investment real estate, closely held businesses, charitable bonds and notes, and initial public offerings, as well as private offerings and notes, in their IRA accounts.
In addition, our charitable administration services include establishing and
administering family foundations, charitable remainder trusts of all types, and
special planned giving administration services for large and small charities. We also
administer charitable installment purchases, charitable family limited partnerships and Limited Liability Companies.
Sincerely,
Kevin C. Brown, President