Business Owners

We attract dynamic business owners who are on a mission and strive to be an expert in their field.

They are looking for the same; an expert in the field of business planning, tax and estate planning, succession planning and wealth trajectory planning.

We specialize in flushing wealth from the corporation to the next generation; protect corporate shares, intergenerational wealth transfers, building estates, tax planning for share transfer, wealth trajectories, estate planning, succession planning and testamentary trusts.

Confidentiality, security, stewardship
and knowledge are at the core of
Sovereign’s philosophy.

Visit the Firm page to learn more about
our vision and values >>