Exceptional Service PERFECTED
Sovereign Wealth Group has a world-renowned reputation for a personal approach to global insurance and estate planning. We have perfected exceptional cross-border wealth preservation, asset protection and legacy planning services by understanding the needs of our clients. With an unrivaled appreciation of the intricacies of wealth preservation, we understand both the subtlety and the complexity of the lives our clients lead - easing those intricacies.
We find creative solutions to complex situations, and thrive in doing so. Our unique, global cross-platform strategies present the next evolution of personal and business financial planning easing global and cross border planning concerns.
Our ultimate goal is to provide our advisors and clients with forward thinking insurance strategies which produce a superior life insurance alpha. Our dedicated in-house team of product and pricing analysts work daily to identify life insurance carrier product and pricing anomalies - creating a structural alpha return that is not correlated to any asset or investment portfolio. The utilization of life insurance creates greater diversification and can minimize portfolio dips while proving estate, wealth and asset protection in most global jurisdictions.
Our practitioners work intimately with our clients legal and tax advisors in order to implement proper ownership structuring, compliance and layering of current and/or purchased policies.
Our team is ethnically, culturally and linguistically diverse. We are fluent in English, Estonian, French, Hindi, Portuguese, Russian and Spanish.
"The cultural diversity, global experience and advanced planning intelligence of our team and network of partners is crucial to our clients' asset protection, legacy planning and wealth preservation success." Allan Tomas Ora, Managing Partner