Sovereign Family Office (SFO) is the division of The Sovereign Group that is designed to provide a range of wealth management solutions for our high net worth clients and their families. SFO has two strategic goals - to preserve existing wealth and to enhance future growth.

Nowadays it is not uncommon for members of a family and their assets to be spread all over the world which is why SFO recognises the need to provide expertise on an increasingly global scale. Thankfully at Sovereign, with offices in over 25 jurisdictions, we have the capabilities and the expertise to do so.

Every high net worth family is unique but many family office issues are similar – asset structuring, investments, global custody, due diligence, reporting, tax and succession planning, as well as family and corporate governance. We will consolidate the complexities of your family affairs and business interests into an integrated and well-regulated process that will assist all generations.

In addition to providing sustained, coordinated support to help your family manage routine financial affairs, SFO will consult on specific wealth planning issues as they arise. The common theme for all our clients is that they want sophisticated, independent and impartial advice. Above all, confidentiality is always a priority.

Whilst adhering to these obligations, we aim to both preserve a family’s wealth and to enhance asset growth for future generations. SFO is committed to delivering a genuinely objective and impartial family wealth management service with enhanced levels of oversight and security at all times.

To discuss your individual requirements, please feel free to contact us via your Sovereign relationship manager for an individual consultation or, alternatively, please contact us directly at Sovereign Asset Management.

We are looking forward to hearing from you.

Downloads

Sovereign Family Office Brochure