Delivering Sound Planning Through EXPERT ADVICE
We have a strong sense of personal responsibility for the activities of Sovereign Wealth Group. Our U.S. team’s central purpose is the management of insurance portfolios of our clients, whether they are entrepreneurs, successful professionals or families looking to protect and preserve wealth accumulated over generations.
i. Create highly crafted life insurance portfolios for HNW individuals, families and businesses
ii. Educate clients on the wealth transfer properties of life insurance and the attractive returns of this tax-favored asset class