Investment Planning
As a multi-family office built around an investment advisory firm, we implement the investment recommendations based on a written Investment Policy Statement (IPS) which is a business plan for the management of your assets that you adopt in writing. The IPS lays out the disciplined framework for making decisions, particularly during times of volatility and uncertainty. As we work with you on developing the IPS, we will also define the appropriate benchmark against which your portfolio returns will be measured.  This provides for accountability of both the advisor and the client. This process takes emotion out of the process and provides an objective standard for measuring results. The IPS provides Sovereign the necessary information needed to employ a disciplined approach process for allocating capital, selecting investments and determining if you are on track to meet your financial goals and objectives.

Investment Counsel
Sovereign offers an independent, objective opinion on various hedge funds, private equity, and venture capital opportunities presented to you. We also offer counsel on concentrated equity positions and the need to use derivatives or other alternative investment tools.  

Investment Monitoring and Pooling
You may have several "pocketbooks" of your wealth which each have a different set of goals and risk tolerance. We aggregate data from all of your investments, regardless of custodian, and summarize your wealth in a custom reporting package.  

Reporting
We design a customized "DASHBOARD" or snapshot report which summarizes all that is meaningful to you on one page. We illustrate your wealth through graphical and traditional consolidated performance reports to allow you to review all custodians, brokers, partnerships, etc. Our deliverables to you are flexible and can change with your changing needs. 

Financial Statement Preparation
We create a personal balance sheet and income statement for your entire portfolio or for the "pocketbooks" of your wealth. We develop customized supporting reports for the complicated components.   

Financial Planning and Budgeting
We provide quarterly reports on spending and budget-to-actual comparisons and perform cash flow analysis. We can then forecast the probability that you can meet your financial goals given certain spending and earning assumptions.

Serving as your quarterback, we strive to recognize potential problems and help you make informed solutions. We can serve as general counsel in the areas of Income Tax Planning, Insurance Planning, and Trust and Estate Planning and engage other professionals to complete the planning process. We inventory assets and identify specific property and liability risks. We help you organize your goals and identify tax and estate planning opportunities. We hope to make the complex seem simple.

Integration
We modify our service delivery to fit into your current operating and administrative structure. Our services can complement the support you already have in place.  

Bill payment is the ultimate simplify-your-life solution. Have your bills mailed directly to Sovereign and paid out of a checking account monitored by Sovereign.

Ancillary solutions include banking and credit management; family communication and meeting planning; philanthropic planning and gift management; operating business consulting; real estate management; airplane and boat management;  travel coordination; education programs for younger generations; and nuptial planning.