We invite you to meet in the Big Apple to discuss your financial perspectives and long-term sovereignty. Our firm provides a comprehensive range of multilingual services backed by a bespoke, client-oriented approach. At the heart of our offerings is our exclusive Family Office program, which covers professional Tax Preparation and meticulous Estate Planning.
We invite you to meet in the Big Apple to discuss your financial perspectives and long-term sovereignty. Our firm provides a comprehensive range of multilingual services backed by a bespoke, client-oriented approach. At the heart of our offerings is our exclusive Family Office program, which covers professional Tax Preparation and meticulous Estate Planning.
New York never slows down—and neither should your wealth. Modern wealth requires more than standard banking; it demands vision, agility, and absolute sovereignty across borders, languages, and asset classes. Join a vibrant, forward-thinking community that speaks your language—literally and financially.
Seamless financial navigation for expats, international professionals, and mobile creators who live and thrive across borders.
Premium expertise without redundant Wall Street overheads—delivering the absolute best value for your investments and hourly consultations.
For clients starting from $2M, our exclusive Family Office program acts as your command center, covering comprehensive tax preparation, meticulous estate planning, and holistic asset protection.
Future-proof your capital with carefully balanced digital asset strategies, secure cryptocurrency integration, and high-performance modern portfolios.
Taxes. Estate structures. Education for your children. Your 401(k). How the portfolio is built and why. Down to the notary who certifies the signature.
All of it under one roof — for a household, a family across generations, or a business and the people who run it. Not a menu of services you assemble yourself, and not a team of specialists you have to introduce to each other.
And every piece cut to fit your situation — your stage of life, what you can afford to risk, who depends on you, what you want to leave behind. The same plan built for a different family would be the wrong plan for yours.
Serving New York — from Manhattan to the Hudson Valley
We bridge traditional institutional rigor with a deeply personal, boutique approach. Working closely with our dynamic community of international leaders, expats, and professionals, we ensure every client's financial future is guided with absolute precision and care.
Having moved to the U.S. at age 12, Gary draws on 22 years of elite wealth management experience and a deep personal understanding of immigrant journeys to guide clients through complex cross-border strategies.
Having graduated from Drohobych State University in Ukraine, Svitlana brings a strong analytical foundation and multi-year expertise in cross-border coordination.
A practicing attorney with over 20 years of experience in U.S. immigration law and 25 years in corporate law. Licensed across all 50 U.S. states for federal immigration matters, Elizaveta specializes in business immigration, corporate structuring, investor visas, and naturalization processes, providing our community members with uncompromising legal shielding.
Sovereign Wealth
Management
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.
