Education
Planning
Strategic cross-border solutions for educational trusts, tax-optimized capital preservation, and institutional access to elite academic institutions worldwide.
Safeguarding your family’s legacy with intergenerational continuity.
Fund the future
without sacrificing today
With our specialized team by your side, we're here to guide you through each decision, from saving for college to choosing the right educational paths. Sovereign Education Planning partners with you to design intelligent, compliant strategies aligned with your values, goals, and global opportunities.
BOOK A CALL →A Strategic Approach Built Around Your Family’s Legacy
A Partner in Your Educational Ambitions
Our mission is to turn your educational dreams into reality. We stand beside you, equipped with the resources and dedication to pave the way for a brighter future through quality education.
Specialized Expertise
Our advisors possess deep knowledge in education planning, delivering tailored strategies aligned with your specific goals.
Tailored Saving Solutions
We customize education saving plans (such as 529 Plans or Coverdell ESAs) to best match your financial circumstances and goals.
Integrated Financial Planning
Ensuring saving for education enhances overall financial health without compromising goals like retirement or estate planning.
Long-Term Guidance
Ongoing support navigating educational milestones from early childhood education through postgraduate university studies.
Schedule Your Comprehensive Portfolio Review
Acquire More Actionable Insights
A College Fund Cannot Wait for a Recovery
Tuition is due on a fixed date. Why a goal with a deadline needs different protection than one you can postpone — and what that changes about allocation.
Which Account the Money Comes From Changes What It Costs
Education and retirement draw on the same balance sheet. Sequencing decides how much of each goal survives the tax treatment.
Funding Education Through a Trust Rather Than a Gift
Attorney Gerarda Culipher on the structures that let grandparents pay for education while keeping control over timing and conditions.
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.