The Sovereign Group’s core business is the setting up and managing of companies, trusts and other structures to meet clients’ personal or business needs.
Confidentiality is a priority and Sovereign clients are given sophisticated, independent and impartial advice. Offering a range of key wealth management tools to create a one-stop shop to manage the assets and meet the service needs of their clients, Sovereign provides a mechanism for the control, consolidation and protection of family wealth, pension planning, residency options, tax planning, business solutions and facilitation of crossborder business.
The Sovereign Group enjoys an excellent reputation for its professionalism, dependability and friendly efficiency. Staff ensure that they fully understand their clients’ needs and aspirations, to provide bespoke services and can call upon the expertise and services of other Sovereign Group offices. It is imperative that clients fully understand the tax consequences of residency before relocating to Portugal.
Highly experienced Sovereign consultants assist with establishing residency (including NHR – Non-Habitual Residency) and guide clients on how best to structure their existing assets for tax efficiency under the residency programmes. Tax simulations can be made to indicate clients’ likely tax situation as residents.
Sovereign provides a global service from a local point of delivery. Their team of professionals is drawn from varied but complementary backgrounds, including asset managers, bankers, lawyers, accountants and company and fund administrators. The depth of this collective strength enables Sovereign to interact independently with the wealth management industry and to tailor solutions for supporting families, partnerships and businesses worldwide.
Sovereign has been giving back to the community through The Sovereign Art Foundation (SAF), whose Annual Art Prizes run in Asia, Europe and Africa raise money to help disadvantaged children using the arts as rehabilitation, education and therapy. Since 2003, SAF has raised over US$10 million for charities and artists worldwide and the Foundation is pleased to be running its 1st Portugal professional prize and 4th Portugal Student prize this year.
Top image: Nicola Anthony – Human Archive Project (borders are a human construction). Finalist in the Sovereign Asian Art Prize 2018