Sovereign Family Office - The Sovereign Group · Sovereign Family Office (SFO) is the division of...

Sovereign Family Office

Chris Wake

‘Dali Is Not Crazy’Finalist:The 2008 SovereignAsian Art Prize

INTRODUCING SOVEREIGN FAMILY OFFICESovereign Family Office (SFO) is the division of The Sovereign Group that brings togethera range of key wealth management tools to create a one-stop shop to manage the assetsand meet the service needs of our high net worth clients and their families.

The overriding objectives for SFO are toprovide clients with a mechanism for thecontrol and consolidation of family wealth,a higher degree of confidentiality and togain benefits of scale in terms of bothbuying power and operational efficiencies.

In addition to the investment-relatedand financial advisory services offeredby Sovereign Asset Management (SAM),SFO is able to call upon the expertise andservices of other Sovereign Group officesand subsidiaries in areas such as legalservices, insurance, accounting andtax advice.

Established in 1987, The SovereignGroup’s core business is the setting up andmanaging of companies, trusts and otherstructures to meet the specific personalor business needs of our clients. Typicallythese needs would include tax planning,wealth protection, property ownershipand facilitating cross-border business.

As a member of The Sovereign Group,SFO has direct representation in 25countries worldwide and enjoys anexcellent reputation for its professionalism,dependability and friendly efficiency.

“A mechanism forthe control andconsolidation offamily wealth.”

Daniel Canogar

‘Enredos 2’Finalist:The 2008 SovereignEuropean Art Prize

WEALTH PRESERVATION AND CREATIONThe variety of commercial and personal interests within a high net worth family can bewide-ranging and changeable, while the expectations for performance and service qualityare high. As an independent wealth manager, Sovereign Family Office will ensure thatwe fully understand your family’s needs and aspirations and then tailor our services –and those of any third-party providers – to ensure that these are fulfilled in the mostintegrated and cost-effective way.

People are increasingly mobile and familymembers and assets may be spread allover the world. The global reach of theSovereign Group enables SFO to providelocal expertise on an international scale andallows our clients access to a global servicefrom a local point of delivery. This meanswe can help families wherever they are –or wherever they want to be.

Our team of professionals is drawn fromvaried but complementary backgrounds,including asset managers, bankers,

lawyers, accountants and companyand fund administrators. The depth of thiscollective strength enables us to interactindependently with the wealth managementindustry and to tailor solutions forsupporting families, partnerships andbusinesses worldwide.

SFO is committed to delivering agenuinely objective and impartial familywealth management service, as well asenhanced levels of oversight and security.

“We will ensure thatwe fully understandyour family’s needsand aspirations.”

David Mach

‘Mona Lisa’Private Collection

RANGE OF SERVICESSovereign Family Office provides a comprehensive range of wealth management services:

• Private banking introductions

• Investment monitoring

• Reporting and record keeping

• Wealth management

• Fund establishment and management

• Accounting services

• Insurance services

• Property holding structures

• Tax and succession planning

• Trustee services

• Company incorporation and management

• Aircraft and yacht registration

“A comprehensiverange of wealthmanagementservices.”

Andreas Hagenbach

‘Euphoric Climate’Finalist:The 2009/10 SovereignEuropean Art Prize

PEACE OF MINDSovereign Family Office has two strategic goals: to preserve existing wealth andenhance future growth.

Every high net worth family is uniquebut many family office issues are similar– asset structuring, investments, globalcustody, due diligence, reporting,tax and succession planning, as well asfamily and corporate governance. Wewill consolidate the complexities of yourfamily affairs and business interests intoan integrated and well-regulated processthat will assist all generations.

In addition to providing sustained,coordinated support to help your familymanage routine financial affairs, SFOwill consult on specific wealth planningissues as they arise. The common theme

for all our clients is that they wantsophisticated, independent and impartialadvice. Above all, confidentiality isalways a priority.

Our valued relationships with privatebanks and investment managers area prerequisite for SFO’s ability toprovide individual and specialist advice.We will genuinely seek out the bestservices and opportunities to enhanceyour wealth, as well as to secure it.

SFO’s clients can be assured of thehighest levels of attention and discretionat all times.

“ The common themefor all our clients isthat they wantsophisticated,independent andimpartial advice.”

Simon Birch

‘The TwoThousand Words’Four times nalist ofThe Sovereign AsianArt Prize

THE SOVEREIGN GROUPAbu DhabiTel: +971 2 495 [email protected]

BahamasTel: +1 242 322 [email protected]

BahrainTel: +973 17 1515 [email protected]

British Virgin IslandsTel: +1 284 495 [email protected]

Cayman IslandsTel: +1 949 [email protected]

China, BeijingTel: +86 10 6582 [email protected]

China, ShanghaiTel: +86 21 5211 [email protected]

CuraçaoTel: +599 465 [email protected]

CyprusTel: +357 25 733 [email protected]

DubaiTel: +971 4 270 3400 [email protected]

GibraltarTel: +350 200 [email protected]

RegisterAnAircraft.comTel: +350 200 [email protected]

RegisterAYacht.comTel: +350 200 [email protected]

Sovereign Accounting ServicesTel: +350 200 [email protected]

Sovereign Asset ManagementTel: +350 200 [email protected]

Sovereign Insurance ServicesTel: +350 200 [email protected]

GuernseyTel: +44 1481 729 [email protected]

Hong KongTel: +852 2542 [email protected]

Isle of ManTel: +44 1624 699 [email protected]

MaltaTel: +356 21 228 [email protected]

MauritiusTel: +230 244 [email protected]

The NetherlandsTel: +31 (0)20 428 [email protected]

PortugalTel: +351 282 340 [email protected]

SeychellesTel: +248 4321 [email protected]

SingaporeTel: +65 6222 [email protected]

South Africa, Cape Town Tel: +27 21 418 [email protected]

South Africa, Jo’burg Tel: +27 11 305 [email protected]

SwitzerlandTel: +41 (0)21 971 [email protected]

Turks & Caicos IslandsTel: +1 649 946 [email protected]

United KingdomTel: +44 (0)20 7389 [email protected]

www.SovereignGroup.com

Sovereign Trust (Bahamas) Limited is licensed as a Financial Corporate Service Provider – Licence No: 153 / File No. 157. Sovereign (Cayman) Limited is licensed by the Cayman Islands Monetary Authority with a companies management. Licence No. 558456. Sovereign Trust (Gibraltar) Limited is licensed by the Financial Services Commission of Gibraltar – Licence No: FSC 00143B. Sovereign Asset Management Limited is authorised by the Financial Services Commission of Gibraltar to conduct investment business. Sovereign Insurance Services Limited is authorised by the Financial Services Commission of Gibraltar as a general and life insurance intermediary. Sovereign Trust (Channel Islands) Limited is licensed under a Full Fiduciary Licence by the Guernsey Financial Services Commission. Reference No: 2005108. Sovereign Trust (Isle of Man) Limited is licensed by the Isle of Man Financial Supervision Commission as a Corporate Service Provider. (Licence No. 43,215) and as a Trust Service Provider (Licence No. 43,521). Sovereign Trust (Malta) Limited is licensed by the Malta Financial Services Authority as a Trust Service Provider (Licence no. C26143) and as a Retirement Scheme Administrator under Sovereign Pension Services Limited. (Licence no. C56627). Sovereign Trust (Mauritius) Limited is licensed as a Management Company. Licence No. Mc00006831. Sovereign Trust (Netherlands) BV is licensed as a Trust Company by De Nederlandsche Bank (DNB). Sovereign Trust (Seychelles) Limited is licensed by the Seychelles. International Business. Authority. Licence No. ICS056. Sovereign Trust (TCI) Limited is licensed by the Financial Services Commission of the Turks & Caicos Islands. Licence No. 029.

Valentina D’Amaro

‘Untitled’Finalist:The 2009-10 SovereignEuropean Art Prize

[email protected]

Images reproduced by kind permission of The Sovereign Art Foundation – a charity registered in Hong Kongand the UK. The Foundation raises substantial funds for charity through its annual art prize competitions.For details, please visit www.SovereignArtFoundation.com

Risk Warning: This document does not constitute an offer to sell or an invitation to subscribe for, or the solicitation of an offer to buyor to subscribe for any particular investment and is not for distribution to anyone other than clients of The Sovereign Groupnor should it be copied or distributed by recipients to any other persons. Past performance is not necessarily a guide to futureperformance and the value of an investment and the income arising from it can go down as well as up and could result in the loss ofcapital. The value of some investments may be influenced by changes in exchange rates.

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