“We begin with the end in mind.”
Most successful business families and high net worth individuals enjoy the support of a strong team of professionals. Often there is a planning gap – pulling all the pieces together to form a coherent picture. Our role of coach and quarterback ensures all parties are on the same page.


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.

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

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