Established 1987 – Sovereign has….
- Managed over 20,000 clients including companies, entrepreneurs, private investors and high net worth individuals.
- Assets under administration in excess of US$10 billion.
- Allowed clients to access a global service from a local point of delivery.
Sovereign Private & Corporate Services – Trustee services, wealth management, succession planning, citizenship by investment – Golden Visa. Company formation and management across all major jurisdictions.
Sovereign Retirement Planning – individual and corporate pension schemes offering choice, transparency and portability across multiple jurisdictions.
Sovereign Insurance Services – bespoke corporate and personal insurance.
Sovereign – Consultoria Lda – in Portugal assisting resident and non-residents with fiscal numbers and representation, rental income accounting, AL Touristic Licenses, tax returns (IRS /IRC), Non-Habitual Residency, Double Tax Treaties.
Serving clients worldwide.