Sovereign Family Offices
Sovereign Family Offices provides comprehensive oversight of the day to day and long term solutions required to maintain and enable the wealth and wellbeing of our clients.
The ultimate goal of a Family Office is centralised coordination of strategies, structures, processes and procedures for administration and wealth management. To do so, Sovereign Family Offices works in partnership and support of our client’s preferred professional service providers including their lawyers or general counsel, accountants, financial planners, medical specialists, case managers or carers.
By engaging Sovereign Family Offices, our clients reduce the complexities of their personal and family wealth administration.
The benefits of a family office
Sovereign Family Offices offers complete oversight solutions to provide you with peace of mind by removing bureaucracy, building accountability, maintaining consistency, enabling scalability, and continually adapting to your needs to deliver first class personalised service.
The benefits of engaging Sovereign Family Offices include:
Customised governance structures according to your situation and needs
Strategic advisory and personalised wealth management services
Coordination of multiple advisors and professional service providers according to the family’s vision and strategies
Reduced complexity and scalability of strategies, processes and procedures
Increased security and confidentiality of personal and economic family affairs
Representation of your needs and wishes
Ongoing oversight regarding legacy strategies
Sovereign Family Offices services include, and are not limited to:
Financial Strategy and Deals Advisory
Business Succession
Project Advocacy and Management
Personal Wealth Strategies
Property Consultancy
Support of Enduring Powers of Attorney
Crisis Planning and Recovery
Administering Family Councils
Design and Implementation of Elder Abuse Prevention Strategies
Legacy Planning and Philanthropy
Reporting and Administration
Unified Communications Implementation and Operations
Sovereign Family Offices are highly experienced in planning with and supporting clients with diminished capacity, including Dementia specific care and services.
Our tailored solutions ensure our client’s life and lifestyle are managed with the highest levels of professionalism, accountability and discretion.
The Sovereign Confidentiality Commitment
Sovereign Family Offices adheres to the highest standards pertaining to physical, electronic and procedural privacy, confidentiality and security.
We do not disclose any information relating to your affairs to any third party, unless the disclosure is necessary to support the delivery of client services and only with your consent. From enquiry and beyond, our strict Confidentiality Commitment applies, ensuring all dealings are delivered with the utmost discretion. For more information, please refer to our Privacy Policy.
Contact us
Sovereign Family Offices develops personalised solutions which may include services across our administrative, private care, lifestyle and crisis management pillars.
Contact our team for a confidential, no-obligation consultation to determine the right solutions for you.