Discover Our Team Knowledgeable About Deferred Sales Trust™

Summit DST Group, LLC has been an active Deferred Sales Trust trustee since 2017. With over $100MM assets under management, Summit DST Group has been the reliable trustee for clients seeking to defer tax on the sale of their appreciated assets. Any appreciated asset qualifies for deferral: real estate, businesses as well as collectables.

Our team’s experience in the financial services industry has equipped Summit to provide customized solutions for high net-worth individuals and small business owners. That in turn provides an excellent customer experience with mutually beneficial results. Our rapid growth speaks for itself, generating multiple customer referrals from our current client base. Summit has the experience and knowledge to provide guidance for tax deferral and other asset protection services; we can help you maximize your wealth and protect it for future generations.

Smarter asset management begins with Summit DST Group, LLC!