Estate
Planning
Secure your wealth and define your legacy. Sovereign provides sophisticated estate planning—including Wills, Directives, and custom Trusts—built around your family’s future.
We ensure your assets are protected today and seamlessly passed on to the next generation.
Protect What You've Built. Provide for Who Matters
Estate planning that goes beyond documents: titling, beneficiaries, tax strategy, and family conversations, all working together.
BOOK A CALL →A Strategic Approach Built Around Your Family’s Legacy
Bespoke Estate Solutions
We safeguard your wealth and ensure your wishes are honored—giving you and your family lasting peace of mind. We integrate fiduciary oversight to mitigate tax exposure, protect family wealth, and preserve multi-generational continuity.
Proven Expertise
Our seasoned professionals bring a bespoke approach to your financial landscape. We expertly navigate the complexities of estate law to safeguard your assets and ensure your legacy endures.
Comprehensive Oversight
From initial drafting to final execution, we provide meticulous oversight of every detail. Our services seamlessly integrate legal structuring, tax planning, and proactive management to prevent potential estate conflicts.
Legacy Preservation
Our ultimate commitment is to help you leave a meaningful, lasting legacy. We ensure your exact wishes are honored and your loved ones are cared for, easing their burden entirely.
Strategic Integration
We align your estate plan perfectly with your broader financial objectives. Our optimized strategies minimize tax liabilities and guarantee a fluid, seamless transfer of your wealth to future beneficiaries.
Sovereign Family Office Program
For clients maintaining assets under management of $2,000,000 or more, Sovereign Wealth Management offers exclusive eligibility for our complimentary Family Office program.
Designed to support your comprehensive financial ecosystem, qualifying accounts may receive discretionary corporate coverage for essential third-party professional services—including tax preparation (CPAs) and estate planning legal services.
Fully Corporate Funded
All payments are made exclusively from Adviser’s general corporate assets and never deducted from client accounts.
Complete Freedom of Choice
Clients retain total independence to choose their preferred professionals without endorsement mandates.
Schedule Your Comprehensive Portfolio Review
Acquire More Actionable Insights
Wills, Probate, and the Trusts That Keep It Private
A seminar with attorney Gerarda Culipher on Virginia estate law — how a will instructs probate rather than avoiding it, and what changes when planning for decline rather than death.
The Buy-Sell Agreement That Keeps a Practice Intact
When a partner dies or cannot work, the agreement decides whether the business survives — and insurance decides whether it can be funded.
What You Spend and What You Leave Are the Same Decision
Withdrawal sequencing shapes the size of the estate as much as it shapes the income. Both sides move together.
Sovereign Wealth
Management
Services
Disclaimer & Business Continuity Plan
Sovereign Wealth Management, LLC ("Adviser") has adopted a Business Continuity Plan ("BCP") pursuant to the Investment Advisers Act and the rules and guidance of the U.S. Securities and Exchange Commission ("SEC") and/or the laws of Virginia where the Adviser is registered. The purpose of the BCP is to define the strategies and plans that will be used by Adviser during a significant business disruption ("SBD"). The BCP is prepared to address both internal SBDs, such as a fire in Adviser's building, and external SBDs, such as a natural disaster, terrorist attack, or citywide power disruption.
Our Business Continuity PlanIn the event of an SBD, Adviser will safeguard employee lives and firm property. Adviser will work to re-establish the systems necessary to quickly recover and resume operations, protect Adviser's books and records and allow Adviser's customers to transact business to the extent reasonable and practical under the circumstances. Adviser's BCP addresses: alternate office locations, customer access to funds and securities, financial and operational assessments, data backup and recovery, critical systems, alternative communications with customers, employees, and regulators, and critical business constituents.
Contacting Adviser and Accessing Funds and SecuritiesIf you are not able to contact Adviser through our regular telephone number, please contact us by email at info@sovereign.global. For questions relating directly to accessing your funds and securities, please contact your custodian, Interactive Brokers, Charles Schwab or BitGo.
Varying DisruptionsSBDs can vary in their scope, from only our firm's office, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. During a SBD, the Adviser will continue to do business but the ability of Adviser to fully function will be dependent on outside sources outside of its control, including the availability of electricity, telephones, Internet, transportation, and the functioning of institutions and markets worldwide. Nothing in Adviser's BCP or this disclosure statement is intended to provide a guarantee or warranty regarding the actions or performance of Adviser.
Additional InformationIf you have questions about our business continuity planning, please contact us at 703-713-2954 or info@sovereign.global.