Sovereign Group

Sovereign Group is an international private-client, trust and succession provider. Trust and fiduciary implementation, estate planning and cross-border succession are described as strong. Family governance is described as available within private-client planning, not as a standalone governance practice.

Succession planning often requires several disciplines. Confirm which provider is responsible for governance, legal implementation, tax advice and fiduciary administration.

Sovereign Group may be relevant to Internationally mobile families, entrepreneurs and private investors.

Published global reach: High.

Published reach is high. Multi-jurisdiction capability — confirm the relevant family, business and legal jurisdictions directly.

Family governance is available within private-client planning. Confirm what is actually included.

A family constitution, council, voting framework or facilitated meeting is only in scope where the provider actually offers it. Governance does not work the same way in every legal system or family culture.

Family business succession is described as available.

Ownership transition, management transition, board structure, shareholder arrangements and liquidity for family members who will not work in the business are separate questions. This page does not give transaction advice.

Next-generation preparation is not a core public proposition. Do not assume education, mentoring or a next-generation programme is offered.

Education, mentoring or governance participation does not mean a family member will, or should, take over the business.

Trust and fiduciary implementation is described as strong.

Trusts and foundations are implementation tools. The roles are explained on trusts. Confirm which legal entity would act as trustee.

Wills and estate-planning coordination are described as strong.

Wills, executorship, beneficiary planning and incapacity sit beside the wider succession question. The map is on estate planning. This page does not say the provider drafts every document.

Cross-border succession is described as strong.

Family members in different countries, businesses in more than one jurisdiction, asset location, inheritance rules, company law and tax residence can each change the outcome. This is not a conclusion for a particular family.

Tax and legal coordination is described as strong.

Governance advice, legal advice, tax advice and fiduciary implementation may be provided by different entities.

Family-office support is available and depends on the structure.

Administration, reporting, entity coordination, adviser coordination and family meetings should be confirmed in the written scope.

Philanthropy and legacy planning are available through private structures.

A charitable trust or foundation is not automatically tax efficient. The tax result depends on the people, the assets and the countries involved.

No public fee figures were used for this page. Request a written scope and fee schedule.

A written schedule may separate governance advice, a family-office fee, legal work, trust setup, the trustee fee, annual fiduciary administration, estate-planning advice, next-generation programmes and philanthropy advice. Only the items the appointed entity actually charges should be on that schedule.