About Us
Connecting High-Net-Worth Individuals and Businesses with Trusted Professionals to Achieve Financial Success and Security.
Nathan Tarr
Managing Director
Nathan brings over 25 years of extensive experience in Wealth Management, having worked across multiple countries, including the UK, Germany, Switzerland, and the United States. His global perspective and deep understanding of diverse financial landscapes enable him to offer insightful guidance to clients navigating complex wealth strategies.
Nathan specializes in holistic financial planning, emphasizing the importance of integrating various aspects of wealth management to ensure sustainable growth and protection of assets over the long term. Recognizing that every client’s situation is unique, he collaborates with a network of seasoned professionals, including tax specialists, estate planners, and legal experts, to create comprehensive, customized solutions tailored to each client’s needs and goals.
In addition to his wealth management expertise, Nathan is a qualified Insurance Agent. This dual qualification allows him to provide High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients with innovative and personalized insurance solutions. Whether addressing wealth preservation, tax efficiency, or legacy planning, Nathan partners with tax advisors and attorneys to deliver meticulously crafted plans that adapt to a variety of client circumstances.
Nathan’s dedication to building meaningful relationships and his commitment to excellence make him a trusted advisor for individuals and families seeking to navigate the complexities of wealth management with confidence and clarity.
James Cassidy, CPA
Managing Director
Jim Cassidy is a leading cross-jurisdictional international tax specialist and has a wealth of experience and expertise in global tax planning. Jim’s approach emphasizes effective tax minimization strategies for international businesses, globally mobile executives, entrepreneurs, athletes, and entertainers. Jim also has extensive experience with cross-border pension and retirement planning.
During his career as a CPA Jim has spent over 30 years in public accounting that includes over 15 years with Big 4 firms and spent over 4 years on foreign assignments providing US tax services in Toronto and Mexico City.
Jim is currently the Treasurer of the U.S.-Mexico Chamber of Commerce in New York, and he has also served as the Chairman of the International Tax Committee of the New York State Society of CPAs.
Tony Evans
Managing Director
Tony Evans is the CEO of RATE Group and combines over 8 years of crypto experience with 15 years in traditional finance. Hailing from the UK and having spent the last 17 years in Asia, Tony brings a wealth of knowledge in both traditional and digital finance, complemented by his global leadership experience. He has actively engaged with numerous blockchain projects through investments and advisory roles, including being part of one of the first publicly traded crypto companies on the New York Stock Exchange. Tony’s strong belief in the future convergence of blockchain, AI, and physical assets reflects his vision for ceτi AI, aimed at empowering individuals, entrepreneurs, and societal well-being through innovative solutions and success.
Our mission at Elite Summit Solutions is to bridge the gap between individuals and the expert financial guidance they need, providing access to innovative solutions that empower long-term wealth and security for generations to come.
Take Control of Your Wealth Today!
We connect you with top-tier professionals in wealth management, tax planning, and digital asset advisory. Access tailored solutions designed to protect, grow, and optimize your financial future.
