No two families are alike, but when it comes to family office wealth management, they tend to turn to us for some common themes. Through facilitated conversations and family meetings, our specialists help develop strategic plans that incorporate key findings into family governance, business succession, educational programs, and wealth strategies.

Sovereign understands that each family has a unique set of requirements and long-term financial goals. That’s why at Sovereigns, your family office is tailored specifically to your family’s needs.

Sovereign offer is all about convenience, flexibility and peace of mind. Our clients have one point of contact, allowing you to build an ongoing relationship. We ensure that all your requirements will be scoped, and only commenced with your agreement on price and approval of strategy. We will keep you informed and help you to identify, manage and satisfy your own complex family issues as well as the explicit needs of each family member.

Sovereign Advisory are able to assist with a range of services, such as educating family members about inheritance, motivating younger generations to take more responsibility, and encouraging long term planning. By trusting Sovereign to handle your family’s wealth today, you can be confident in planning for the future.