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Sovereign Group : Portugal

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Sovereign Group

Sovereign offers a range of advisory and support services to assist companies of all sizes to establish successful business operations in foreign markets. We also provide the legal structures and administrative support to maximise opportunities and achieve long-term sustainability, from full back-office outsourcing solutions to assistance with tax and regulatory compliance.

Sovereign further provides individual clients with the knowledge and tools to ensure that they can structure their assets in the most secure, flexible and efficient way to meet their specific needs and objectives. Typically, these would include facilitating cross border business, tax planning, pensions and retirement planning, wealth management and property ownership.

Sovereign’s core business is setting up and managing companies, trusts, pensions, insurance and other structures. Sovereign has grown, since 1987, into one of the largest independent trust companies in the world. We currently manage over 12,000 structures for a wide variety of clients – companies, entrepreneurs, private investors or high net worth individuals (HNWIs) and their families – and have assets under administration in excess of US$5 billion.

Sovereign has offices or agents in all the major international finance centres. This global reach enables us to provide local expertise on an international scale and allows our clients access to a global service from a local point of delivery. We have further developed a wide range of supporting services including asset management, funds formation and management, specialist tax advice, residency, immigration and citizenship, insurance, yacht and aircraft registration, as well as trademark and intellectual property protection.

At a time when transparency and regulation have risen to the top of the agenda, Sovereign is committed to ensuring that its compliance and legal obligations – and those of all its clients – are met. In all jurisdictions that require us to be licensed we have applied for, and been granted, the appropriate authorisations. 

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