Unique Support for Ultra-High-Net-Worth Individuals & Family Offices
At Sovereign Private, we offer unparalleled support for ultra-high-net-worth individuals and family offices. We understand that your needs are unique and require the highest level of attention to detail and care. Our expert team is committed to providing bespoke solutions that address the complexities of managing significant wealth, ensuring your financial strategies are aligned with your long-term goals.
Benefits of partnering
with Sovereign Private.
We recognise that ultra-high-net-worth clients have distinct requirements, and we pride ourselves on delivering personalised services with an exceptional focus on detail and precision. Our dedicated team has a wealth of experience and is fully equipped to meet the unique challenges that come with managing substantial wealth.
Specific Knowledge
Our tax professionals have broad experience with complex tax issues that often arise for private companies and high-net-worth families. We bring expertise in navigating intricate tax landscapes and providing sound, strategic advice.
Big 4 Capabilities Without the Cost
At Sovereign Private, we offer the same level of service, if not better, than you’d expect from a Big 4 accounting firm—without the excessive costs and overhead. We deliver boutique, high-quality services tailored to your needs.
Sovereign Point of Difference
We founded Sovereign Private with a focus on meeting the needs of a specific, discerning group of clients—those who have amassed significant wealth. Our skill and expertise are directly aligned with the requirements of ultra-high-net-worth individuals and family offices. This is what we are known for, and we excel in this space.
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Our Services for ultra-high-net-worth clients.
Whether your wealth has been created through a business, a business divestment, or a family legacy, our team is here to provide comprehensive advisory services.
We specialise in creating and implementing appropriate tax planning strategies that safeguard wealth for both present and future generations. Our solutions are built to ensure the longevity of both your business and personal finances, fully aligned with your goals.
Our services for ultra-high-net-worth clients include:
- Tax Advisory – Tailored tax advice that ensures compliance and optimises your financial position.
- Family Governance – Guidance on establishing governance structures that maintain family unity and ensure the smooth transition of wealth across generations.
- Tax Compliance – Expert support to meet all tax obligations and ensure your family’s financial interests are protected.
- Family Office Services – Comprehensive services that help manage your family’s wealth, from investment strategies to day-to-day operations.
- Transaction Support – Advisory support during key transactions, ensuring every financial decision is strategically aligned with your overall objectives.
- Accounting – High-level accounting services that provide clarity, accuracy, and insight into your financial performance.
At Sovereign Private, we are proud to provide the highest level of service to our ultra-high-net-worth clients. Our goal is to help you navigate the complexities of wealth management with confidence, ensuring both your present and future are financially secure.
PAUL MASTERS, MANAGING DIRECTOR
"Our deep expertise in the recruitment and staffing industry allows us to respond swiftly to client needs, bringing tailored insights and strategies that enhance business value through comprehensive tax, accounting, and advisory services.”
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GET IN TOUCH
Trusted guidance, tailored to your needs.
For inquiries on our services, please fill out the contact form below.